1.Monitors new form submissions
Integrate Gravity Forms, lead capture tools, and submission extractors to receive each submission and extract key fields to capture leads.
Create CRM leads from manual form submissions and log
Automatically monitor new Gravity Forms entries across Google Sheets and Pipedrive. Create and update when form submissions arrive or new emails are captured or owner fields are providedβso you can create audit rows, create CRM leads, and notify assigned reps without manual logging.
How this automation creates CRM leads from form submissions
When new Gravity Forms submissions land, leads can stay unlogged and unassigned, slowing response time. This automation extracts fields, creates spreadsheet audit rows, and builds CRM leads while notifying the assigned repβso you can act on every request fast.
Gravity Formsor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier, data cleanup tools, and parsing utilities to transform submission text and output cleaned contact fields to prepare CRM updates.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets and reporting systems to map submission fields into worksheet columns to log every lead entry for audit.
Google Sheetsor swap with your favorite app
4.Finds or creates person
Integrate Pipedrive and contact matching to search by email and create missing people to return person ids.
Pipedriveor swap with your favorite app
5.Creates CRM lead
Integrate Pipedrive and CRM lead workflows to create a lead from the person id and set owner, title, source, and notes to capture opportunities.
6.Notifies owner by email
Integrate Gmail and email delivery tools to send a brief lead summary to the extracted owner email to notify reps immediately.
Gmailor swap with your favorite app
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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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