1.Detect new form submission
Integrate Gravity Forms and form workflows to detect new form submissions and start the lead qualification flow.
Create qualified website lead and log for sales outreach
Automatically monitor new form submissions across Gravity Forms and your lead workflow stack. Create and update when qualified phone and goal details arriveβso you can create opportunities, log shared audit rows, and prompt sales outreach without manual lead cleanup.
How this automation qualifies your website leads
When new form submissions happen, unqualified entries can slow follow-up and muddy your pipeline records. This automation filters and normalizes submissions, then creates opportunities, logs audit rows, and notifies salesβso your team can act on clean leads quickly.
Gravity Formsor swap with your favorite app
2.Continue only qualifying submissions
Integrate Filter by Zapier and validation rules to route only qualifying submissions and exclude obvious test or incomplete entries.
Filter by Zapieror swap with your favorite app
3.Normalize phone and format date
Integrate Formatter by Zapier and data formatting tools to normalize phone numbers and format the entry date.
Formatter by Zapieror swap with your favorite app
4.Create or update opportunity
Integrate LeadConnector and CRM pipelines to add or update an opportunity and map submission fields to the right records.
LeadConnectoror swap with your favorite app
5.Add lead row to worksheet
Integrate Google Sheets and reporting sheets to add an audit row with mapped lead details and source fields.
Google Sheetsor swap with your favorite app
6.Notify sales channel
Integrate Slack and team notifications to send a sales channel message with contact and goal summary for outreach.
Slackor 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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