1.Captures new form submissions
Integrate Gravity Forms and form submission tracking to capture submission payloads and metadata for logging into Excel.
Add MQL form submissions to central tracking sheet
Automatically monitor Gravity Forms new form submissions across your marketing forms. Create and update tracking rows when submissions post, UTMs populate, or IDs matchβso you can dedupe leads, log MQL fields, and report attribution without manual spreadsheet entry.
How this automation logs new MQL leads in one place
When new form submissions arrive in Gravity Forms, manual entry can cause missed leads, duplicate rows, and delayed attribution reporting. This automation captures submission metadata and routes it into Excel, so your team can dedupe entries and report MQL sourcesβwithout chasing spreadsheets.
Gravity Formsor swap with your favorite app
2.Finds rows for duplicate checks
Integrate Microsoft Excel and data matching tools to search the worksheet by submission ID, and fall back to email.
Microsoft Excelor swap with your favorite app
3.Adds mapped rows to tracking
Integrate Microsoft Excel and reporting tables to create a row mapping MQL fields, UTM parameters, and notes to columns.
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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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