1.Triggers on new form submission
Integrate Gravity Forms and form capture tools to trigger on new submissions by mapping email, name, and notes.
Create CRM contact and associate company record from form
Automatically convert Gravity Forms new form submissions into CRM contact and company records across Pipedrive. Create and update when submissions land, lead details complete, or attribution data appears β so you can build contacts, create organizations, and associate records without manual data entry.
How this automation creates CRM contacts from forms
When new form submissions arrive, contacts get delayed and companies stay disconnected. This automation captures submission fields, finds or creates a Pipedrive person, conditionally creates an organization, and then associates it to the person recordβso your team can follow up fast.
Gravity Formsor swap with your favorite app
2.Finds or creates a person
Integrate Pipedrive and CRM data tools to find or create a person by email and map submission fields.
Pipedriveor swap with your favorite app
3.Filters qualifying records
Integrate Filter by Zapier and data validation tools to continue only when a company name or attribution exists.
Filter by Zapieror swap with your favorite app
4.Creates an organization
Integrate Pipedrive and CRM data tools to create an organization and map company name and attribution fields.
5.Pauses briefly before update
Integrate Delay by Zapier and workflow timing tools to pause before updating the person to associate the organization.
Delay by Zapieror swap with your favorite app
6.Associates organization with person
Integrate Pipedrive and CRM relationship tools to update the person record with the new organization ID.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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