1.Detect new form submission
Integrate Gravity Forms, and lead capture tools to detect qualifying web enquiry submissions and start the workflow.
Create CRM lead and log web enquiry for follow-up
Automatically monitor new form submissions across Gravity Forms, Gmail, and Pipedrive. Create and update when submissions qualify, required fields arrive, or priority requests come inβso you can create CRM people, create deals, and log web enquiries without manual follow-up.
How this automation accelerates follow-up for new leads
When new form submissions come in, follow-up can stall because enquiries require manual review and entry. This automation filters and formats submissions, emails intake details, creates CRM people and deals, and logs tracking rowsβso your team can follow up same day.
Gravity Formsor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and routing rules to continue only qualifying submissions and stop others.
Filter by Zapieror swap with your favorite app
3.Normalizes date and source
Integrate Formatter by Zapier and UTM parsing tools to normalize the submission date and derive a source label.
Formatter by Zapieror swap with your favorite app
4.Sends regional intake email
Integrate Gmail and email templates to send a plain email with contact fields, derived date, and source label.
Gmailor swap with your favorite app
5.Upserts person and creates deal
Integrate Pipedrive and CRM pipelines to search or create a person and then create a deal in the lead stage.
Pipedriveor swap with your favorite app
6.Appends row to tracking sheet
Integrate Google Sheets and spreadsheet reporting tools to add a row with cleaned date, contact info, and UTM details.
Google Sheetsor swap with your favorite app
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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