Gravity Wiz

A better lead.
A smarter handoff.

Ask for the essentials. Look up the company behind the email, save the useful details, and get the request to the right team.

See the plugins See how it works
Enterprise inbox New lead
Your lead workflow Delivered
Meet Pip from Northstar.
Company
Northstar Studio
Team size
320 people
Assigned to Enterprise

Illustrative experience

  • Shorter intake forms
  • Enriched entry records
  • Clear team routing

The finished experience

Give every lead a clear destination.

Your team opens a useful lead record, with company context and a clear next owner.

A good fit for
Sales teams, agencies, and anyone qualifying inbound requests.

  1. 1

    Start with a short form.

    Collect a name, work email, and a brief description of the request. The submitted entry starts the workflow.

    Gravity Forms

  2. 2

    Fill in the company context.

    Send the email or domain to your enrichment API with an HTTP Request. Read the company name and team size from its response.

    Flowcrafter

  3. 3

    Choose a team and save the details.

    Use a Switch to check routing rules in order. Separate Update Entry Field nodes write the company, team size, and assigned team to the original entry.

    Flowcrafter

  4. 4

    Send a useful handoff.

    Send the selected team an email or configured form notification containing the enriched request and a link to the entry.

    Flowcrafter

The workflow behind it.

A little context before the handoff.

Enrich & route a lead A little context before the handoff. Form Submitted triggers an HTTP Request. A Switch routes Enterprise, Growth, or Default. Each route updates the company, team size and assigned team, then sends the selected team an email. 250+ 50–249 Default Form Submitted New lead HTTP Request Company lookup Switch Match team size Update Entry Field ×3 · Enterprise Update Entry Field ×3 · Growth Update Entry Field ×3 · General Send Email To the selected team Grouped write-back = 3 field updates
Example workflow Adapt the steps to your form.

What you’ll need.

Start with Gravity Forms. Add the capabilities this solution needs, then make the experience your own.

Free

Flowcrafter

Connects the API lookup, routing rules, entry updates, and team handoff in one workflow.

Explore Flowcrafter

Before you start

  • An enrichment API account and credentials for the company lookup.
  • Configured team recipients and site email delivery. Flowcrafter is free and currently in early access.

Get this built.

This solution uses a free plugin. Nothing to license from us.

Required

  • FlowcrafterFree

Flowcrafter Free

Free to use with Gravity Forms.

Get Flowcrafter — it’s free

Make it fit
your project.

What happens when the lookup cannot find a company?

Give the Switch a default route so an unmatched lead still reaches someone. Configure API failures separately: an empty lookup result and a failed request need different handling.

Can the enriched lead go into our CRM?

Yes, if you configure a compatible Gravity Forms CRM feed and run it after the entry updates. The CRM service and any required add-on are separate from this recipe.

Keep building on your ideas.

Explore more ways to build with Gravity Forms.

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  • Clay, CTO
  • Dan, Content Sorcerer
  • Dani, Product Manager
  • David, Founder & CEO
  • Matt, Senior Support Wizard
  • Joe, Support Wizard

Not quite your build?

Tell us what you are making and we will work out which pieces it takes — or tell you straight if this is not something we can do.

Ask the wizards