1.Detect new Request Brochure submissions
Integrate Gravity Forms and form submission capture to detect new Request Brochure submissions and start prospect routing.
Create and route prospect from postal brochure requests
Automatically detect new Request Brochure form submissions across Gravity Forms. Create and update contacts, look up the right community, and qualify postal delivery so you can route prospects and prepare mailing details without manual reporting.
How this automation accelerates prospect follow-up
When a new Request Brochure form submission comes in, unqualified requests can stall routing and create messy records for mailing. This automation formats details, looks up the community, and creates or updates HubSpot CRM contactsβso your team can route prospects without manual data cleanup.
Gravity Formsor swap with your favorite app
2.Normalizes brochure request contact details
Integrate Formatter by Zapier and contact normalization tools to map fields, standardize phone, and create a formatted mailing address.
Formatter by Zapieror swap with your favorite app
3.Finds the matching community record
Integrate Zapier Tables and data lookup to search your community table and map the record ID for routing.
Zapier Tablesor swap with your favorite app
4.Checks postal brochure delivery preference
Integrate Filter by Zapier and qualification rules to continue only postal delivery requests for brochure outreach.
Filter by Zapieror swap with your favorite app
5.Creates or updates the prospect contact
Integrate HubSpot CRM and CRM record updates to create or update a routed contact with mailing-ready details and notes.
HubSpotor 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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