1.Detect new form submission
Integrate Gravity Forms, form routing, and CRM lead matching to map inquiry fields to standardized lead fields.
When new form submissions land in multiple formats, follow-up slows and CRM data gets messy. This automation captures inquiries, normalizes channel/source values, filters for valid prospects, and creates or updates LeadSquared leadsβso your team can respond faster.
Integrate Gravity Forms, form routing, and CRM lead matching to map inquiry fields to standardized lead fields.
Integrate Formatter by Zapier, text normalization, and data transformation to normalize channel or source values.
Integrate Filter by Zapier and lead validation rules to exclude test addresses and duplicates, keeping real prospects.
Integrate LeadSquared and CRM lookup tools to find existing leads by email and pass mapped values onward.
Integrate Paths by Zapier and CRM record actions to branch between create or update and set prospect stage and last-touch channel.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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