1.Monitors new form submissions
Integrate Gravity Forms and form handling tools to capture submission metadata and delivery preference.
Add guide request contacts to nurture follow-up list
Automatically monitor new guide request form submissions across Gravity Forms and Google Sheets. Create and update nurture contacts and trigger welcome messaging when email consent and delivery preference match—so you can skip manual list updates and outreach delays.
How this automation enrolls guide request leads
When new guide requests land in the form, delays can cause missed opportunities to welcome and nurture. This automation captures submissions and creates intake rows, filters qualifying contacts, upserts Dotdigital contacts, and triggers welcome campaign calls—so your team can grow nurture follow-up without manual copying.
Gravity Formsor swap with your favorite app
2.Creates intake spreadsheet rows
Integrate Google Sheets and data mapping tools to record timestamps and source fields in an intake sheet.
Google Sheetsor swap with your favorite app
3.Filters qualifying submissions
Integrate Filter by Zapier and routing rules to continue only for submissions that meet consent and preference checks.
Filter by Zapieror swap with your favorite app
4.Creates or updates contacts
Integrate Dotdigital and contact syncing tools to set opt in flags and update contact fields.
Dotdigitalor swap with your favorite app
5.Triggers welcome campaign call
Integrate Code by Zapier and marketing automation tools to trigger the welcome campaign for eligible email requests.
Code by Zapieror swap with your favorite app
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Explore all lead nurturing automations
Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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