1.Monitors new form submission
Integrate Gravity Forms and popup forms to detect new submissions and to start lead intake.
Create lead and company from site popup submissions
Automatically detect new form submissions from Gravity Forms across popup submissions. Create lead records and organizations and apply intake categoriesβso you can speed up handoffs without manual lead entry.
How this automation converts popup leads into CRM records
When site popup form submissions arrive, delays can disrupt lead routing and campaign momentum. This automation maps intake answers, filters qualifying leads, and creates linked organization and lead recordsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Maps intake answers to categories
Integrate Formatter by Zapier and data mapping tools to translate intake industry and application answers to category codes.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying submissions
Integrate Filter by Zapier and validation rules to continue only when a domain or company identifier exists.
Filter by Zapieror swap with your favorite app
4.Finds or creates organization
Integrate Pipedrive and CRM matching tools to search by domain and upsert organization custom fields.
Pipedriveor swap with your favorite app
5.Finds or creates person
Integrate Pipedrive and contact matching tools to search by email and associate the person to the organization.
6.Creates lead and intake notes
Integrate Pipedrive and CRM record creation to create the lead, add intake notes, and set intake categories.
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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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