1.Detects new quote request submissions
Integrate Gravity Forms and form capture tools to ingest quote request data to centralize lead intake records.
Create lead rows and project cards from quote requests
Automatically monitor new form submissions for quote requests across Gravity Forms, Google Sheets, Trello, Webhooks by Zapier, and HighLevel. Create and update lead records when quote requests submit, high-value keywords match, or contacts are ready for enrollmentβso you can centralize fields, triage faster, and enroll into campaigns without manual paperwork.
How this automation accelerates lead triage
When quote request submissions happen, delays can cost follow-ups and reduce conversion. This automation creates central lead rows and intake cards and sends the details into campaign enrollmentβso your team can respond faster and stay consistent.
Gravity Formsor swap with your favorite app
2.Creates spreadsheet row in leads sheet
Integrate Google Sheets and data mapping tools to map submission fields and notes to centralize lead contact details.
Google Sheetsor swap with your favorite app
3.Creates intake card for triage
Integrate Trello and project boards to place an intake card at the top to speed FIFO triage.
Trelloor swap with your favorite app
4.Posts payload to intake endpoint
Integrate Webhooks by Zapier and JSON tools to POST mapped contact fields and timestamps to forward lead intake.
Webhooks by Zapieror swap with your favorite app
5.Adds contact to campaign flow
Integrate HighLevel and CRM workflows to add or update contact and enroll in the configured quote workflow.
Levor 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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