1.Captures new call form submissions
Integrate Gravity Forms, form mapping tools, and CRM email lookup to route intake data to a contact record.
Create meeting and note from new call form
Automatically monitor new call form submissions across Gravity Forms, Formatter by Zapier, and Pipedrive. Create and update when call form submits, intake answers post, or entry date updatesβso you can log meeting activities, attach timestamped notes, and update contact fields without manual data entry.
How this automation accelerates your call follow-up context
When a new call form is submitted, delayed handoffs can leave sales with missing context. This automation formats entry dates, creates meeting activities and logs notes, and updates the contact recordβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Formats entry dates for meetings
Integrate Formatter by Zapier and date formatting tools to format the submission entry date for downstream activity fields.
Formatter by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive and CRM search tools to find matching contacts by email and continue only on qualifying matches.
Pipedriveor swap with your favorite app
4.Creates meeting activity
Integrate Pipedrive and CRM activity tracking tools to create a 1:1 meeting with the formatted date and assigned owner.
5.Creates note and updates contact
Integrate Pipedrive and CRM note tools to attach a timestamped note from the form and update key contact fields.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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