1.Monitor new form submissions
Integrate Gravity Forms and form intake tools to capture submission fields and pass intake data into your lead flow.
Create CRM lead from new client intake form
Automatically monitor new form submissions across Gravity Forms and Zapier Tables. Create and update CRM leads when intake cases landβso you can create deals, format contact phones, and pin intake notes without manual lead entry.
How this automation creates CRM leads from every intake
When new form submissions come in, intake work can pile up and leads wait for manual entry and triage. This automation finds owner mapping, formats phone numbers, and creates deals and pinned intake notesβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Find owner mapping record
Integrate Zapier Tables and mapping table tools to look up the assigned owner by case type and return the matching owner.
Zapier Tablesor swap with your favorite app
3.Format phone input
Integrate Formatter by Zapier and phone normalization tools to format and validate the phone into a consistent E.164 value.
Formatter by Zapieror swap with your favorite app
4.Create deal and person
Integrate Pipedrive and CRM record tools to search or create contacts, create the deal, and pin the intake note.
Pipedriveor swap with your favorite app
Automate your work, your way
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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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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