1.Receives Get a Quote submission
Integrate Gravity Forms and CRM field mapping tools to extract quote fields like email and form details to route the next step.
Add quote form contacts to CRM and subscribe
Automatically capture Get a Quote form submissions across Gravity Forms. Create and update subscribed CRM contacts when consenting entries submit, so you can add leads and notify sales without manual CRM copy.
How this automation adds subscribed quote contacts
When quote submissions come in, delays can cause missed follow-up and unsent marketing consent. This automation extracts quote fields, filters for consent, waits briefly, then finds or creates and updates subscribed contacts in Pipedriveβso your team can follow up fast.
Gravity Formsor swap with your favorite app
2.Filters consenting submissions
Integrate Filter by Zapier and consent logic tools to continue only when submissions show marketing consent to avoid wrong updates.
Filter by Zapieror swap with your favorite app
3.Delays for follow-up window
Integrate Delay by Zapier and timing controls to wait 2 minutes to allow related follow-up actions to complete.
Delay by Zapieror swap with your favorite app
4.Finds or creates a person
Integrate Pipedrive and CRM mapping tools to find by email and set marketing status to subscribed and save source fields.
Pipedriveor swap with your favorite app
5.Updates person marketing details
Integrate Pipedrive and contact enrichment tools to ensure subscribed status and add a source note for booking staff reference.
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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