1.Catches new form submission
Integrate Gravity Forms and web form capture tools to trigger on each entry and expose submission fields for processing.
Create CRM lead and task from contact form submissions
Automatically monitor new form submissions across Gravity Forms and CRM updates in Pipedrive. Create and update leads when email arrives or entries include messagesβso you can create people, generate deals, and assign follow-up without manual paperwork.
How this automation creates lead follow-up in your CRM
When new form submissions land, slow triage can leave inquiries unanswered and leads unassigned. This automation captures submission fields and updates Pipedrive records and creates leads and follow-up tasksβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Find or creates CRM person
Integrate Pipedrive and CRM contact data to search by email and to create a person when no match exists.
Pipedriveor swap with your favorite app
3.Updates person contact details
Integrate Pipedrive and data enrichment tools to map form fields and to update phone, name, and submission notes.
4.Creates linked lead record
Integrate Pipedrive and lead tracking systems to create a lead linked to the person and assign the configured owner.
5.Creates follow-up activity task
Integrate Pipedrive and task management tools to create a review task with due date and source notes for the owner.
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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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