1.Monitors new form submissions
Integrate Gravity Forms and form submission triggers to pass contract payloads into the workflow so you can start processing data.
Add and update form contracts in leads sheet
Automatically monitor new form submissions across Gravity Forms, Formatter by Zapier, and Google Sheets. Create and update leads rows when new contract submissions or studio fields change or checkbox answers come throughβso you can format inputs, maintain matching records, and refresh statuses without manual data entry.
How this automation keeps lead contract data current
When new form submissions land but lead records stay scattered, updates fall behind and campaign teams act late. This automation normalizes contract fields in Formatter by Zapier and then looks up, creates, and updates your Google Sheets leads workbookβso your team can act on new data immediately.
Gravity Formsor swap with your favorite app
2.Looks up and formats submission fields
Integrate Formatter by Zapier and data normalization tools to translate studio values and format timestamps so you can standardize inputs.
Formatter by Zapieror swap with your favorite app
3.Finds matching lead worksheet rows
Integrate Google Sheets and spreadsheet lookup tools to search leads by full name so you can detect existing matches.
Google Sheetsor swap with your favorite app
4.Creates new lead worksheet rows
Integrate Google Sheets and spreadsheet record tools to create a row when no match exists so you can capture new contracts.
5.Updates existing lead worksheet rows
Integrate Google Sheets and spreadsheet update tools to update status and columns when a match exists so you can keep records current.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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