1.Detect new RFI submission
Integrate Gravity Forms and form routing tools to capture submissions to create new lead intake events.
Add RFI sidebar leads to CRM and sheet
Automatically monitor RFI sidebar submissions across Gravity Forms and data tools. Create and update when a submission includes consent and program detailsβso you can create sheet rows, assign CRM owners, and build lead records without manual data entry.
How this automation converts RFI leads into CRM records
When a new Gravity Forms submission comes in, leads can wait while teams copy details into multiple places. This automation creates spreadsheet rows, looks up program owners, and provisions Pipedrive people and leadsβso your team can act on consented prospects faster.
Gravity Formsor swap with your favorite app
2.Creates spreadsheet lead row
Integrate Google Sheets and spreadsheets to add a mapped lead row from each submission to centralize lead details.
Google Sheetsor swap with your favorite app
3.Finds program owner mapping
Integrate Zapier Tables and lookup systems to match the selected program and return an owner to assign ownership.
Zapier Tablesor swap with your favorite app
4.Creates CRM person record
Integrate Pipedrive and CRM records to match by email or create a person to store name, phone, and email.
Pipedriveor swap with your favorite app
5.Creates CRM lead record
Integrate Pipedrive and CRM deals to create the lead, pin consent notes, and set owner and labels to activate follow-up.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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