1.Captures new form submission
Integrate Gravity Forms and form capture tools to pass signup fields forward and trigger person and deal creation.
Create CRM contact and onboarding deal from signup
Automatically capture new form submissions across Gravity Forms and Pipedrive. Create and update when signup submissions arrive, email matches, or onboarding deals need a stageβso you can normalize fields, upsert contacts, and launch onboarding deals without manual data entry.
How this automation accelerates your onboarding pipeline
When signup submissions come in, delays can cause contacts and onboarding deals to stall. This automation captures form data and formats it, then finds or creates the person and creates or updates the onboarding dealβso your team can act faster.
Gravity Formsor swap with your favorite app
2.Normalizes and maps signup fields
Integrate Formatter by Zapier and data transformation tools to normalize values and map lookup outputs to line-item fields.
Formatter by Zapieror swap with your favorite app
3.Finds or creates a person
Integrate Pipedrive and CRM contact records to search by email and upsert person data with key signup details.
Pipedriveor swap with your favorite app
4.Creates or updates onboarding deal
Integrate Pipedrive and pipeline stages to create or update an onboarding deal with line items, reference, and owner assignment.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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