1.Monitor new quote form submission
Integrate Gravity Forms and form builders to detect new quote submissions and map key fields into the workflow payload.
Create enquiry records from website quotes for sales
Automatically watch for new form submissions in Gravity Forms and map quote fields across your intake API. Create and update enquiry records when quote submissions arrive, form entries contain contact details, or submissions pass validationβso you can normalize lead fields, post complete payloads, and speed up follow-up without manual data entry.
How this automation creates enquiry records for sales
When new quote form submissions arrive, incomplete lead details can delay follow-up and weaken conversion. This automation monitors Gravity Forms submissions, normalizes fields with Formatter by Zapier, and posts the enquiry payload to your intake APIβso your team can act on every lead faster.
Gravity Formsor swap with your favorite app
2.Normalize submission fields
Integrate Formatter by Zapier and data formatting tools to standardize phone, normalize location strings, and format loan fields.
Formatter by Zapieror swap with your favorite app
3.Post enquiry payload to intake API
Integrate Webhooks by Zapier and API intake tools to POST a JSON payload and include the API key header to create the record.
Webhooks by Zapieror swap with your favorite app
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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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