1.Monitor new form submissions
Integrate Gravity Forms and form submission tracking tools to pull dealer application fields and normalize the payload for intake row creation.
Create dealer intake rows from application form submissions
Automatically pull dealer application details across Gravity Forms and add them into your partner intake worksheet. Create and update intake rows when new form submissions arrive, when applications include enterprise interest, or when email matches your sheetβso you can triage leads faster, reduce data entry, and keep coordinators focused without manual paperwork.
How this automation creates dealer intake rows
When dealer applications arrive in your form inbox, delays can slow triage and follow up. This automation monitors Gravity Forms submissions and formats address details and then adds structured rows to Smartsheetβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Combine and normalize address details
Integrate Formatter by Zapier and data normalization tools to combine address components and format phone and email values.
Formatter by Zapieror swap with your favorite app
3.Add row to partner intake sheet
Integrate Smartsheet and spreadsheet mapping tools to create or update a dealer intake row with mapped fields for coordinators.
Smartsheetor swap with your favorite app
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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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