1.Captures new sample request entries
Integrate Gravity Forms and form submission fields to map entry data and create leads from sample requests
Create qualified lead from sample request form submissions
Automatically monitor new form submissions for sample requests across Gravity Forms. Create and update contacts when entries include email, phone, and submission sourceβso you can normalize details, tag sample-request leads, and route for fast follow-up without manual lead cleanup.
How this automation converts sample requests into qualified leads
When a new form submission hits your sample request form, follow-up can stall and data can get messy. This automation normalizes phone details and creates or updates contacts with tagsβso your team can respond fast with accurate leads.
Gravity Formsor swap with your favorite app
2.Normalizes phone to E.164
Integrate Formatter by Zapier and phone formatting tools to convert raw phone into E.164 for contact matching
Formatter by Zapieror swap with your favorite app
3.Adds or updates tagged contact
Integrate LeadConnector and CRM contact tools to create or update records with sample-request tags and lead source
LeadConnectoror swap with your favorite app
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