1.Detects new form submissions
Integrate Gravity Forms and form intake workflows to pull submission fields and trigger downstream lead creation.
Create lead records from form submissions for intake team
Automatically monitor new form submission events across Gravity Forms, Google Sheets, and Twilio. Create lead rows and send SMS when qualified opt-in received, qualification flag turns on, or priority answer matchesβso you can add leads, alert intake, and prioritize follow-up without manual follow-up coordination.
How this automation accelerates same-day outreach
When new form submissions come in without quick routing, qualified leads can wait and opportunities slip. This automation uses Gravity Forms and Google Sheets to filter and create lead rows, then sends Twilio SMS alertsβso you can respond the same day.
Gravity Formsor swap with your favorite app
2.Continues only qualifying leads
Integrate Filter by Zapier and qualification checks to continue only for records that pass the opt-in or flag rules.
Filter by Zapieror swap with your favorite app
3.Creates a lead spreadsheet row
Integrate Google Sheets and analytics-ready reporting to add a new row and map submission fields into lead columns.
Google Sheetsor swap with your favorite app
4.Sends an SMS lead alert
Integrate Twilio and messaging tools to send an SMS with lead details and submission priority to intake coordinators.
Twilioor swap with your favorite app
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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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