1.Captures new form submissions
Integrate Gravity Forms and form field mapping to map name, email, phone, message, source, and region into lead fields for routing.
Add validated contact form leads to regional sales queue
Automatically capture contact form submissions across Gravity Forms and LeadSigma. Qualify, normalize, and route leads when new form submissions arrive, contact fields complete, or a region selector updatesβso you can create lead records, assign regional queues, and reduce manual intake without manual routing.
How this automation routes validated leads to regional queues
When new contact form submissions arrive unqualified or incomplete, leads can stall in manual inbox triage. This automation captures submissions, qualifies and normalizes fields, routes assignments, and creates leads in LeadSigmaβso your team can act fast on the right regional queue.
Gravity Formsor swap with your favorite app
2.Qualifies submissions with filters
Integrate Filter by Zapier and validation rules to continue only for qualifying submissions so irrelevant leads do not proceed.
Filter by Zapieror swap with your favorite app
3.Normalizes contact data fields
Integrate Formatter by Zapier and phone normalization tools to format phone numbers and clean whitespace for downstream use.
Formatter by Zapieror swap with your favorite app
4.Routes leads by source and region
Integrate Paths by Zapier and routing tables to evaluate source and location fields and select the matching regional queue.
Paths by Zapieror swap with your favorite app
5.Creates a lead record
Integrate LeadSigma and CRM lead creation to create the lead, assign the queue, set source tags, and include region for reporting.
LeadSigmaor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, 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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