1.Detect new form submission
Integrate Gravity Forms and form processing tools to capture new website lead entries to validate contact details.
Create validated website lead and add to sales pipeline
Automatically monitor new website form submissions across Gravity Forms, Formatter by Zapier, Filter by Zapier, LeadConnector, Google Sheets, and Slack. Get instant pipeline-ready outreach when website form submitted, phone validated, or contact details completedβso you can create opportunities, log tracking rows, and notify sales without manual lead triage.
How this automation accelerates your sales follow-up
When new website leads arrive without validation, incorrect routing can slow outreach and waste sales time. This automation formats submissions, filters qualifying records, creates pipeline opportunities, logs them in Sheets, and notifies sales in Slackβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Formats submission fields
Integrate Formatter by Zapier and data normalization tools to format the submission date and normalize contact fields to standardize lead data.
Formatter by Zapieror swap with your favorite app
3.Validates qualifying records
Integrate Filter by Zapier and validation rules tools to continue only for valid phone and non-empty contact to exclude bad entries.
Filter by Zapieror swap with your favorite app
4.Adds or updates opportunities
Integrate LeadConnector and CRM pipeline tools to map contact info and set source, pipeline, and stage to create pipeline-ready leads.
LeadConnectoror swap with your favorite app
5.Adds tracking worksheet row
Integrate Google Sheets and reporting tools to add a tracking row with date, contact details, and goal summary to track new leads.
Google Sheetsor swap with your favorite app
6.Posts lead card to channel
Integrate Slack and messaging tools to send a concise lead card with details to notify your sales channel.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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