1.Monitor new form submission
Integrate Gravity Forms and form field mapping to capture incoming lead details and to centralize submission data.
Add form leads to central intake and log
Automatically capture new form submissions across Gravity Forms, Webhooks by Zapier, Formatter by Zapier, Slack, and Google Sheets. Create and update lead intake records when submissions arrive, webhooks return success, or failures are flaggedβso you can route leads, alert operations, and log outcomes without manual reporting.
How this automation routes form leads to central intake
When new form submissions come in, delays can break routing and slow follow-up. This automation captures submissions and sends them to intake, formats reporting dates, posts delivery alerts, and logs results in Google Sheetsβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Posts intake payload to endpoint
Integrate Webhooks by Zapier and API request tools to POST lead fields and to send submissions to your intake endpoint.
Webhooks by Zapieror swap with your favorite app
3.Formats submission date to month code
Integrate Formatter by Zapier and reporting tools to convert the submission date and to output a month code.
Formatter by Zapieror swap with your favorite app
4.Sends channel message on webhook error
Integrate Slack and team messaging tools to send a failure or status alert and to notify your team instantly.
Slackor swap with your favorite app
5.Creates spreadsheet row for outcomes
Integrate Google Sheets and spreadsheet reporting to create rows for delivered and failed leads and to log outcome details.
Google Sheetsor swap with your favorite app
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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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