1.Detect new form submission
Integrate Gravity Forms and form builders to capture membership intake and trigger downstream lead creation.
Create lead items from membership form submissions to board
Automatically capture new membership form submissions across Gravity Forms and monday.com. Automatically create and standardize lead intake items when membership applications submitted, new submissions received, or form entries completedβso you can format phone, normalize dates, and create board records without manual data entry.
How this automation standardizes your lead intake
When new membership form submissions come in, delays can hurt prompt outreach and intake quality. This automation captures submissions, standardizes phone and dates, and creates structured lead itemsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Formats phone number
Integrate Formatter by Zapier and data formatting tools to format the submitted phone field before board entry.
Formatter by Zapieror swap with your favorite app
3.Formats date field
Integrate Formatter by Zapier and data formatting tools to normalize date fields for consistent display in your board.
4.Creates lead board item
Integrate monday.com and lead tracking tools to create a new item in the configured stage and group.
monday.comor 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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