1.Captures new form submissions
Integrate Gravity Forms and form field mapping to capture submission fields and normalize intake variables.
Create clean intake leads and notify your intake team
Automatically capture new Gravity Forms submissions across Gravity Forms, Formatter by Zapier, and Google Sheets. Send cleaned lead records to your CRM and email your intake team when new submission lands, consent is present, or email matches β so you can create clean entries, deduplicate records, and notify follow-up without manual triage.
How this automation accelerates your intake routing
When new Gravity Forms submissions arrive without consistent cleanup, intake teams waste time on manual review and follow-up. This automation captures submissions, cleans and deduplicates fields, updates your Google Sheets, posts to your CRM endpoint, and emails intake contextβso your team routes faster.
Gravity Formsor swap with your favorite app
2.Cleans text and generates timestamps
Integrate Formatter by Zapier and data cleaning tools to clean stray text values and generate an intake timestamp.
Formatter by Zapieror swap with your favorite app
3.Finds or creates intake rows
Integrate Google Sheets and spreadsheet deduplication to find matches by email and phone, then upsert cleaned lead data.
Google Sheetsor swap with your favorite app
4.Posts cleaned payload to CRM
Integrate Webhooks by Zapier and CRM field mapping to post the cleaned sheet payload to your CRM intake endpoint.
Webhooks by Zapieror swap with your favorite app
5.Sends intake summary email
Integrate Gmail and email triage workflows to send a short intake summary and timing details to your intake team.
Gmailor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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