1.Captures new form submission
Integrate Gravity Forms and form capture tools to capture submission fields to create cleaned contact inputs
Add form submissions as lead records to board
Automatically monitor new form submissions across Gravity Forms and monday.com. Create and update when cleaned emails have no matchβso you can populate your contacts board, avoid duplicates, and speed up outreach without manual data entry.
How this automation populates your contact board
When new form submissions arrive, unqualified leads and duplicate records slow sales follow-up. This automation cleans emails, checks your monday.com contacts board, and creates missing contact itemsβso your team can act on fresh leads quickly.
Gravity Formsor swap with your favorite app
2.Normalizes email for lookups
Integrate Formatter by Zapier and data cleaning tools to transform the email to lowercase to produce a lookup-ready value
Formatter by Zapieror swap with your favorite app
3.Finds matching contact item
Integrate monday.com and CRM lookup tools to search by the cleaned email to return the first matching contact
monday.comor swap with your favorite app
4.Stops when a match exists
Integrate Filter by Zapier and validation logic to continue only when no existing contact is found to prevent duplicates
Filter by Zapieror swap with your favorite app
5.Creates contact item on board
Integrate monday.com and CRM data mapping tools to create a new contact item to populate your contacts board
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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