1.Captures new form submission
Integrate Gravity Forms and contact intake capture to trigger contact creation and pass submission values for follow-up.
Create lead and follow-up task from form submission
Automatically monitor new form submissions across Gravity Forms, Formatter by Zapier, Clio, and Textmagic. Create and update records when new submission received, inquiry submitted, or form message savedβso you can create contacts, schedule tasks, and send same-day SMS without manual follow-up.
How this automation accelerates lead follow-up
When new form submissions arrive, missed intake can delay outreach and slow follow-up. This automation formats submission data, creates or finds contacts, creates follow-up tasks, and sends an initial SMSβso your team can respond the same day.
Gravity Formsor swap with your favorite app
2.Formats timestamp and phone
Integrate Formatter by Zapier and date formatting tools to normalize the submission timestamp and phone number for due dates.
Formatter by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate Clio and contact matching tools to find by phone and email, or create a new contact with notes.
Clioor swap with your favorite app
4.Creates assigned follow-up task
Integrate Clio and task management tools to create a follow-up task with contact, due date, and submission message.
5.Sends personalized SMS message
Integrate Textmagic and SMS messaging tools to send a personalized SMS to the formatted phone for same-day outreach.
Textmagicor swap with your favorite app
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Explore all contact management automations
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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