1.Captures new quote submission
Integrate Gravity Forms and submission capture tools to detect quote data and intake timestamps from new form submissions.
Create lead row and push submission to lead endpoint
Automatically monitor new quote form submissions across Gravity Forms and Google Sheets. Create and post lead payloads when quote form submitted, lead details captured, or submission timestampedβso you can log the lead row, push to your endpoint, and alert IT on failures without manual follow-up.
How this automation accelerates lead intake
When quote form submissions arrive without a consistent record, leads get stuck and intake timing slips. This automation captures submissions, formats timestamps, creates a lead row, posts to your endpoint, and alerts IT on failuresβso you can respond fast and keep pipeline moving.
Gravity Formsor swap with your favorite app
2.Formats submission timestamp
Integrate Formatter by Zapier and date and time tools to normalize the timestamp and output an ISO value for mapping.
Formatter by Zapieror swap with your favorite app
3.Creates lead spreadsheet row
Integrate Google Sheets and data mapping tools to create a row with names, email, phone, timestamp, and source.
Google Sheetsor swap with your favorite app
4.Posts lead JSON to endpoint
Integrate Webhooks by Zapier and API request tools to send a mapped JSON payload to your lead intake endpoint.
Webhooks by Zapieror swap with your favorite app
5.Alerts IT on webhook failure
Integrate Email by Zapier and alert routing tools to send an outbound failure email with sheet row context.
Email 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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