1.Capture new form submission
Integrate Gravity Forms and form workflow triggers to capture raw submission fields and kick off lead intake.
Create lead record from website contact form submissions for follow-up
Automatically monitor new form submission entries across Gravity Forms and lead intake systems. Create and update records when submissions arriveβso you can deliver faster, normalize contact data, and keep audit-ready backups without manual follow-up.
How this automation accelerates lead follow-up
When new form submission entries arrive, delayed routing can stall follow-up and reduce conversions. This automation cleans fields, creates a backup record, and posts a normalized lead payloadβso your team can respond while intent is fresh.
Gravity Formsor swap with your favorite app
2.Clean phone and format date
Integrate Formatter by Zapier and data formatting tools to clean phone characters and convert dates to ISO format.
Formatter by Zapieror swap with your favorite app
3.Normalize phone to 10 digits
Integrate Code by Zapier and scripting tools to trim the phone to the rightmost 10 digits for consistency.
Code by Zapieror swap with your favorite app
4.Create backup spreadsheet row
Integrate Google Sheets and spreadsheet backup workflows to create a row for name, email, normalized phone, and date.
Google Sheetsor swap with your favorite app
5.Post lead payload to endpoint
Integrate Webhooks by Zapier and API delivery tools to POST a normalized lead JSON payload with secure API key auth.
Webhooks by Zapieror swap with your favorite app
6.Email on POST failure
Integrate Email by Zapier and alerting tools to notify a recipient only when the POST fails with an error message.
Email by Zapieror swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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