1.Receives new form submission
Integrate Gravity Forms to receive the new entry and map submission fields into the workflow.
Add playbook downloads to CRM and marketing list
Automatically capture playbook download submissions across Gravity Forms and your CRM and marketing tools. Create and update when playbook download submitted, email captured, or source URL provided—so you can send the download email, tag subscribers, and log the lead and follow-up without manual follow-up.
How this automation accelerates lead follow-up
When new Gravity Forms entries arrive, downloads can get delayed and leads can miss early nurture. This automation formats fields, sends the email, creates subscribers, updates records, and creates follow-up tasks—so your team can move fast.
Gravity Formsor swap with your favorite app
2.Formats name and date fields
Integrate Formatter by Zapier and date tools to capitalize names and convert the entry date for consistent records.
Formatter by Zapieror swap with your favorite app
3.Sends the playbook download email
Integrate Gmail and email templates to send the download email immediately with the hosted playbook attachment.
Gmailor swap with your favorite app
4.Creates or updates subscriber
Integrate Drip and audience tagging tools to create or update a subscriber, add a download tag, and activate status.
Dripor swap with your favorite app
5.Adds a submission row
Integrate Google Sheets and reporting tools to add a row with formatted date, email, form title, and source URL.
Google Sheetsor swap with your favorite app
6.Creates lead and follow-up task
Integrate Close and CRM notes to find the lead by email, append context, and create a follow-up task.
Closeor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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