1.Monitor new move-out submissions
Integrate Gravity Forms and form field mapping tools to capture submission IDs and raw move-out fields for processing.
Add move-out entries to automated retention outreach list
Automatically capture move-out entries submitted across Gravity Forms and Zapier Tables. Create and update central outreach records when move-out submissions arrive or new move-out entries include an opt-in—so you can format contacts, link facilities, and flag retention outreach without manual list building.
How this automation creates retention outreach-ready contacts
When move-out entries land in forms without follow-up, retention outreach gets delayed and opportunities slip. This automation captures submission data, normalizes fields, looks up facility IDs, and creates central outreach contact records—so your team can act fast.
Formularios de gravedador swap with your favorite app
2.Standardizes phone formatting
Integrate Formatter by Zapier and data normalization tools to clean the phone field consistently for outreach workflows.
Formatter by Zapieror swap with your favorite app
3.Standardizes move-out dates
Integrate Formatter by Zapier and date formatting tools to convert move-out and entry timestamps into readable schedules.
4.Finds matching facility record
Integrate Zapier Tables and lookup tools to find the facility record ID from the cleaned facility name.
Zapier Tablesor swap with your favorite app
5.Creates central contact record
Integrate Zapier Tables and contact record tools to create a facility-linked contact entry and retention outreach flags.
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Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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