1.Triggers on new form submission
Integrate Gravity Forms and form intake flows to catch new submissions and pass the full payload to downstream steps.
Create lead and tasks from intake form submissions
Automatically monitor new form submissions across Gravity Forms and Pipedrive for lead generation. Create people, leads, notes, and follow-up tasks when intake submissions arrive, key answers appear, or submissions validateβso you can convert inquiries, reduce delays, and keep pipeline moving without manual lead entry.
How this automation creates your new leads from intake
When intake submissions arrive but leads are entered later by hand, opportunities stall. This automation formats contact details, creates Pipedrive people and leads, and adds notes and follow-up tasksβso your pipeline stays current.
Gravity Formsor swap with your favorite app
2.Normalizes phone and email values
Integrate Formatter by Zapier and data normalization tools to normalize phone and email so fields map cleanly.
Formatter by Zapieror swap with your favorite app
3.Finds or creates a person
Integrate Pipedrive and CRM matching tools to find by email or create a new person with mapped contact fields.
Pipedriveor swap with your favorite app
4.Creates a linked lead record
Integrate Pipedrive and CRM record tools to create a lead linked to the person and map title and summary.
5.Adds note and follow-up task
Integrate Pipedrive and activity tracking tools to attach submission metadata and create a due follow-up task for 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.
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