1.Captures new form submission
Integrate Gravity Forms and form mapping tools to capture quote fields and file inputs for lead enrichment.
Create service leads from online quote form submissions
Automatically monitor new quote form submissions across Gravity Forms, Sub-Zap by Zapier, Google Drive, FieldPulse, Zapier Tables, and SendGrid. Create and update lead records when quote submission received, service type requested, or referral fields capturedβso you can resolve service codes, create customer locations, and notify admins without manual follow-up.
How this automation accelerates service lead follow-up
When Gravity Forms receives a new form submission, leads can get delayed while people scramble to interpret fields. This automation maps quote inputs, enriches leads with service codes and Drive links, and creates CRM and admin notification recordsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Calls sub-zap for service code
Integrate Sub-Zap by Zapier and workflow logic to resolve service codes and county or service area.
Sub-Zap by Zapieror swap with your favorite app
3.Uploads files to Drive folder
Integrate Google Drive and file storage tools to upload submitted files and return shareable links.
Google Driveor swap with your favorite app
4.Creates or finds customer and location
Integrate FieldPulse and CRM enrichment tools to create or match customer records and attach Drive links.
FieldPulseor swap with your favorite app
5.Creates payment tracker row
Integrate Zapier Tables and record tracking tools to create a payment tracker row with unpaid status.
Zapier Tablesor swap with your favorite app
6.Sends admin email with links
Integrate SendGrid and email automation tools to notify admins with a summary and Drive file links.
SendGridor swap with your favorite app
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Step 1
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Step 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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