1.Detect form submissions
Integrate Gravity Forms and form capture tools to capture submission fields like name, email, and consent to trigger lead creation.
Create lead and enroll to regional email list
Automatically capture form submissions and route lead records across Gravity Forms and Zoho CRM. Create and update when new form submissions, consent is affirmative, or premium data is presentβso you can upsert leads, create valuation deals, and enroll subscribers without manual data entry.
How this automation enrolls leads into regional lists
When form submissions arrive without consistent normalization and consent checks, leads get missed and follow-up slows down. This automation collects submission data, transforms fields, upserts leads, creates policy valuation deals, and adds subscribers to regional listsβso your team can scale outreach without extra manual steps.
Gravity Formsor swap with your favorite app
2.Normalize email and phone
Integrate Formatter by Zapier, data cleaning tools, and contact validation to trim and normalize fields to prepare contact details.
Formatter by Zapieror swap with your favorite app
3.Upsert lead record
Integrate Zoho CRM and lead enrichment tools to upsert a lead by email and map consent and region to update CRM records.
Zoho CRMor swap with your favorite app
4.Create policy valuation deal
Integrate Zoho CRM and pipeline record tools to create a policy valuation deal and link it to the lead ID to store valuation details.
5.Add subscriber to regional list
Integrate Zoho Campaigns, audience management tools, and consent tracking to add subscribers by province and affirmative consent to grow regional lists.
Zoho Campaignsor 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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