1.Detects new form submission
Integrate Gravity Forms and form field mapping tools to capture submission payloads and map fields to lead source data.
Create new lead record from homepage banner form submissions
Automatically monitor Gravity Forms new form submissions across lead capture and lead management tools. Create and update lead cards when homepage banner submissions land, then format phones, normalize source tags, and create monday.com itemsβso you can avoid manual lead entry.
How this automation creates your lead records
When a homepage banner submission arrives in Gravity Forms, delays can stall outreach. This automation captures fields, formats phone numbers and source tags, and creates lead items in monday.comβso your team can follow up without rework.
Gravity Formsor swap with your favorite app
2.Formats phone number value
Integrate Formatter by Zapier and data validation tools to format the incoming phone value and return a consistent board-ready phone.
Formatter by Zapieror swap with your favorite app
3.Normalizes UTM and source text
Integrate Formatter by Zapier and text normalization tools to transform UTM and source fields into clean standardized labels.
4.Creates a new lead item
Integrate monday.com and lead board tools to create a new lead item and map name, email, phone, source, and date.
monday.comor swap with your favorite app
Automate your work, your way
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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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