1.Captures new quote form submission
Integrate Gravity Forms and form field mapping to capture submitter details and map them to intake fields.
Create sales leads from quote submissions for packaging
Automatically monitor new form submissions for quote request details across Gravity Forms, Google Sheets, HubSpot, and Slack. Create and update when qualifying submissions arriveβso you can capture leads, enrich CRM records, and notify owners without manual lead entry.
How this automation accelerates sales follow-up
When new quote requests go unprocessed, leads stall and sales miss response windows. This automation maps form fields into intake records, creates or updates HubSpot contacts and deals, and sends contextual Slack alertsβso your team can follow up immediately.
Gravity Formsor swap with your favorite app
2.Transforms selection codes into labels
Integrate Formatter by Zapier and lookup transforms to convert selection codes into readable labels for the record.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet intake row
Integrate Google Sheets and reporting worksheets to create an intake row with dates, references, UTM fields, and notes.
Google Sheetsor swap with your favorite app
4.Pauses for 10 minutes
Integrate Delay by Zapier and automation timing to pause before CRM upserts and avoid race conditions.
Delay by Zapieror swap with your favorite app
5.Creates or updates contact in HubSpot
Integrate HubSpot and CRM enrichment to create or update a contact by email with campaign properties.
HubSpotor swap with your favorite app
6.Resolves HubSpot owner lookup
Integrate Zapier Tables and CRM owner lookups to resolve the owner using HubSpot owner ID.
Zapier Tablesor 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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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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