1.Collect enquiry from new submission
Integrate Gravity Forms, form field mapping, and validation tools to extract contact name, phone, email, notes, region, and source data.
Add website enquiries to regional salesperson contact list
Automatically monitor new form submissions across Gravity Forms, Zapier Tables, and HubSpot CRM. Create and update contact records when new enquiry submitted, region key set, or source mapping selectedβso you can assign regional owners, set marketing source, and subscribe contacts without manual lead entry.
How this automation routes new enquiries to the right salesperson
When new form submissions land without a regional assignment, leads can wait and outreach misses its moment. This automation enriches enquiries with region and source lookups, then creates or updates HubSpot CRM contacts and assigns ownershipβso your team can scale follow-up with accurate routing.
Gravity Formsor swap with your favorite app
2.Lookup regional salesperson owner
Integrate Zapier Tables and relational lookup tools to find the salesperson record by region key and return the owner ID.
Zapier Tablesor swap with your favorite app
3.Lookup marketing source mapping
Integrate Zapier Tables and mapping tables to find the source mapping by source selection and return the marketing source ID.
4.Create or update CRM contact
Integrate HubSpot CRM and contact enrichment tools to create or update the contact, assign owner, set source, and subscribe them.
HubSpotor 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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