1.Detects new form submission
Integrate Gravity Forms and form capture tools to trigger on Contact Us submissions and capture name, email, phone, message, and source fields.
Create CRM lead and alert intake team instantly
Automatically capture Contact Us submission data across Gravity Forms, Builder Prime, Slack, and Gmail. Get instant alerts when contact form submitted, lead details submitted, or message receivedβso you can create lead records, notify intake, and alert stakeholders without manual entry.
How this automation accelerates your lead intake
When Contact Us submissions come in without structured entry, leads get delayed and follow-up slips. This automation captures submission fields and creates lead records, then posts Slack intake context and sends Gmail alertsβso your team responds fast.
Gravity Formsor swap with your favorite app
2.Creates client and lead record
Integrate Builder Prime and data mapping tools to map source fields to contact and lead fields and set the configured lead stage.
Builder Primeor swap with your favorite app
3.Posts intake channel message
Integrate Slack and team communication tools to post a concise lead summary with context and a reference for quick triage.
Slackor swap with your favorite app
4.Sends stakeholder email alert
Integrate Gmail and email notification tools to send a stakeholder alert with key submission details and next-step guidance.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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