Hi everyone!
I’m looking for guidance on using Zapier to automatically route leads from multiple Gravity Forms on my WordPress site. We are open to switching to Zapier Tables and Interfaces to streamline this as well. We have:
- A general “Free Estimate Request” form on our main site (no location field).
- Location-specific PPC landing pages, each with its own Gravity Form (or a hidden field indicating the location).
Goal: When someone submits a form, I want to send their information to the correct regional location via email and also log it in a central location (Google Sheets or our CRM). If we can’t match a specific location, the lead should go to our Corporate team for manual follow-up.
Main Challenges:
- General Form doesn’t explicitly ask for location (only basic address/ZIP), so we may either add a dropdown for “Which location are you interested in?” or do a ZIP-to-location lookup in Zapier.
- Location-Specific PPC Forms already have a hidden “location” field, so that part is straightforward—submissions should go directly to that location’s manager.
- Need a fallback path for leads where the location can’t be determined.
Questions:
- What’s the best approach in Zapier?
- One Zap with multiple Paths vs. multiple Zaps each using Filters?
- Should I use a Formatter → Lookup Table for ZIP codes, or is there another recommended solution?
- If I opt for a ZIP code lookup approach, is it easier to maintain that in a Google Sheet and use a “Search Row” step, or should I just hardcode the ZIP code ranges in a Lookup Table?
- Any best practices to keep the process organized when we add more locations down the road?
Thank you in advance! Any tips, examples, or suggestions are greatly appreciated.