1.Receives form submission
Integrate Gravity Forms and form fields tools to capture submission data and pull core enquiry inputs.
Create CRM enquiry from website form submissions for sales
Automatically monitor website form submissions across Gravity Forms and enrich enquiry details with Formatter by Zapier fields. Create and update when submissions are received, normalized, and mappedβso you can route enquiries with location codes and follow up faster without manual CRM entry.
How this automation creates ready to triage enquiries
When new website form submissions arrive, sales can lose time entering details and assigning a location. This automation receives submissions, normalizes and maps postcodes, and creates enquiry recordsβso your team can triage and follow up quickly.
Gravity Formsor swap with your favorite app
2.Normalizes postcode text
Integrate Formatter by Zapier and data formatting tools to normalize the submitted postcode into a transformed postcode.
Formatter by Zapieror swap with your favorite app
3.Maps postcode prefix to location
Integrate Formatter by Zapier and lookup tables to translate postcode prefixes into configured location codes.
4.Creates enquiry record
Integrate Anthill and CRM data entry tools to create the enquiry with contact fields, location, and source mappings.
Anthillor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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