1.Captures new form submission
Integrate Gravity Forms and form processing tools to receive the submission and extract the payload for lead mapping.
Create demo-request leads and profiles from website form
Automatically monitor demo-request form submissions across Gravity Forms and marketing systems. Track and enrich each request, update profiles, and route qualified contact data so you can speed follow-up and skip manual lead entry.
How this automation accelerates demo request follow-up
When Gravity Forms receives a new form submission, leads can stall in inboxes and delays can break nurture timing. This automation creates or updates marketing profiles and tracks Demo Request events and routes qualified data to CRM and supportβso your team can respond while intent is fresh.
Gravity Formsor swap with your favorite app
2.Creates or updates marketing profile
Integrate Sub-Zap by Zapier, marketing profile tools, and CRM data tools to create or update a marketing profile from mapped fields.
Sub-Zap by Zapieror swap with your favorite app
3.Tracks Demo Request event
Integrate Klaviyo and analytics reporting tools to track a Demo Request event with landing and UTM properties.
Klaviyoor swap with your favorite app
4.Routes to CRM and support
Integrate Sub-Zap by Zapier and helpdesk routing tools to create or update CRM leads and open a helpdesk conversation.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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