1.Captures trade valuation submission
Integrate Gravity Forms and submission workflows to pick the trade valuation form submission payload to centralize lead input data.
Create CRM lead from trade valuation form submission
Automatically capture trade valuation form submissions across Gravity Forms, Formatter by Zapier, Google Sheets, SendGrid, and Webhooks by Zapier. Create and update CRM leads when trade valuation submitted, new form submission received, or valuation answers submittedβso you can send confirmations, log submissions, and route follow-up without manual follow-up.
How this automation accelerates your CRM follow-up
When trade valuation form submissions come in, delays can slow follow-up and reduce conversion opportunities. This automation formats submission fields and creates lead records while sending confirmations and logging accepted entriesβso your team can act fast on qualified leads.
Gravity Formsor swap with your favorite app
2.Normalizes entry date and make model
Integrate Formatter by Zapier, date tools, and text normalization to format the entry date and normalize vehicle make model text.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row for reporting
Integrate Google Sheets and reporting tools to map normalized fields and create a spreadsheet row for accepted submission logging.
Google Sheetsor swap with your favorite app
4.Sends confirmation email to prospect
Integrate SendGrid and email templates to send a confirmation email using mapped name, vehicle details, and the prebuilt HTML body.
SendGridor swap with your favorite app
5.Posts lead to CRM endpoint
Integrate Webhooks by Zapier and CRM endpoints to post lead fields and create a new CRM lead record for follow-up.
Webhooks by Zapieror swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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