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Gravity Forms

Make lead generation and follow-up easier by connecting your forms with the other apps you use to do your work.

7 Gravity Forms automation ideas

The faster your form submissions come in, the harder it can be to track and store them all. You can set up this Zap, however, to capture everything for you. It will trigger whenever a new form submission is received in Gravity Forms, automatically adding that information to a row in a specified Excel spreadsheet and keeping your sheet constantly up to date for all your ensuing processes.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. 

Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Microsoft Excel

Triggers when a new row is added to a worksheet in a spreadsheet.

New Row

Triggers when a new row is added to a table in a spreadsheet.

New Row in Table

Triggers when a new worksheet is added to a spreadsheet.

New Worksheet

Triggers when a row is added or updated in a worksheet.

Updated Row

Finds a row by a column and value. Returns the entire row if one is found.

Find Row

Finds any rows that match a specific value in a given column.

Find Row(s)

Find or Create Row

Adds a new row to the end of a worksheet.

Add Row

Adds one or more rows to the end of a worksheet (with line item support).

Add Row(s)

Adds a new row to the end of a specific table.

Add Row to Table

Create Spreadsheet

Update Row

Add new Gravity Forms submissions to Excel rows

Need to save your Gravity Forms submissions to a Google Sheets spreadsheet so you can easily share results with teammates and other collaborators outside of Gravity Forms? This Gravity Forms-Google Sheets integration makes it easy to do just that, automatically.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create rows in Google Sheets for new Gravity Forms submissions

Extracting info from form responses. Saving it to a spreadsheet. It's all simple automatic with this integration. When active, it will update a Google Sheets spreadsheet with info from Gravity Forms submissions. Each time there's a new submission, a new row of data appears on the spreadsheet like magic. Collect and organize data like a pro with this automation.

Create Google Sheets spreadsheet rows from new Gravity Forms form submissions

Automatically add completed forms into your database with this Gravity Forms to Airtable automation. Once set up, each time a new form is submitted in Gravity Forms, Zapier will create a new record in Airtable. Organize and streamline the information you receive in your forms so you can access it quickly!

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Airtable

Triggers when a new record is created or new or existing records when first added to a selected view.

New Record

Triggers when a record is created or updated.

New or Updated Record

Find Many Records (Advanced)

Find Record

Find or Create Record(s) (With Line Item Support)

Find or Create Record

Creates a new record with auto-populating fields.

Create Record

Create up to 10 new records (supports line items).

Create Records (Advanced)

Find and update an existing record, or create a new one.

Create or Update Record

Delete Record

Update Record

Save new Gravity Forms submissions in Airtable

If you use Gravity Forms as a lead generation tool, this integration is for you. Easily take those leads filling out your Gravity Forms forms and turn them automatically into Salesforce leads.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Create Salesforce leads with new Gravity Forms submissions

Make sure your outreach stays on target, without spending time on tedious copy-and-paste work. Once this integration is in place, it automatically adds a new, or updates an existing, subscriber in Mailchimp for each new  submission received to Gravity Forms.

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

7 Gravity Forms automation ideas

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