1.Captures new form submission
Integrate Gravity Forms and form fields to capture submission data to centralize applicant context.
Create lead and deal from application form submission
Automatically capture new form submissions across Gravity Forms and route them through Pipedrive for lead creation. Create and schedule deals and follow-up tasks when applications arrive, so you can assign owners, link pipeline deals, and log next steps without manual data entry.
How this automation creates qualified leads faster
When new form submissions come in, manual capture can delay admissions follow-up and waste valuable context. This automation maps submission fields into Pipedrive, creates pipeline deals and activities, so your team can respond with complete recordsβfast.
Gravity Formsor swap with your favorite app
2.Waits for attachments and meta
Integrate Delay by Zapier and workflow timing to pause briefly so attachments and submission meta are ready for processing.
Delay by Zapieror swap with your favorite app
3.Builds an attachments summary
Integrate Code by Zapier and data formatting to convert attachment references into safe public links for task notes.
Code by Zapieror swap with your favorite app
4.Finds or creates the person
Integrate Pipedrive and CRM matching to find by email, map fields, and update contact details.
Pipedriveor swap with your favorite app
5.Creates the deal in pipeline
Integrate Pipedrive and CRM deal tracking to create a deal and set pipeline fields from submission data.
6.Creates the follow-up activity
Integrate Pipedrive and task scheduling to create a follow-up activity due one day later and assign it to the owner.
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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