1.Monitors new form submissions
Integrate Gravity Forms and form workflows to detect new submissions to capture contact intake data.
Create lead rows from contact form submissions for campaign tracking
Automatically capture new contact form submissions across Gravity Forms and route them into Smartsheet intake tracking. Add rows for qualifying submissions so you can assign follow-up and keep reporting current without manual lead entry.
How this automation builds your Smartsheet intake
When new form submissions arrive, delays can stall follow-up and distort lead intake reporting. This automation filters qualifying records, maps submission metadata, and adds Smartsheet rows instantlyβso your team can track leads accurately.
Gravity Formsor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and workflow rules to continue only for records with basic contact information.
Filter by Zapieror swap with your favorite app
3.Surfaces submission metadata
Integrate Gravity Forms and mapping tools to map submission fields like name, email, phone, and message.
4.Adds a Smartsheet row
Integrate Smartsheet and reporting sheets to insert a new row with submission date and source fields.
Smartsheetor 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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