1.Detect new form submission
Integrate Gravity Forms to capture submitted fields and map contact details for customer creation.
Create new customer records from website form submissions
Automatically monitor new form submissions across Gravity Forms and Zapier apps. Create customer records and route qualifying leads into Housecall Proβso you can create records, add source tags, and skip returning customer entries without manual data entry.
How this automation creates customer records
When new website form submissions arrive, stale CRM data and missed follow-up are inevitable. This automation captures entries and filters qualifying submissions and creates customer records in Housecall Proβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Filter qualifying submissions
Integrate Zapier and filtering tools to evaluate submissions and continue only for new prospects.
Filter by Zapieror swap with your favorite app
3.Create customer record
Integrate Housecall Pro to create customer records, map fields, and add a website source tag.
Housecall Proor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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