1.Monitor new form submissions
Integrate Gravity Forms and CRM data mapping to detect new registrations received and trigger downstream contact processing.
Add event registrants to CRM and link companies
Automatically monitor event registration submissions across Gravity Forms and Pipedrive. Create and update CRM records when form submission received, person created, or company info providedβso you can capture registrants, attach form notes, and link organizations without manual data entry.
How this automation links registrants to companies
When new event registrations come in, manual CRM entry slows follow-up and leaves context behind. This automation finds or creates contacts, adds registration notes, and links organizationsβso your team can convert more quickly with complete CRM records.
Gravity Formsor swap with your favorite app
2.Find or create person
Integrate Pipedrive and email search to find matching contacts and create new people when needed.
Pipedriveor swap with your favorite app
3.Create note for person
Integrate Pipedrive and note attachments to create a person-associated note with form answers and consent text.
4.Filter for company qualification
Integrate Filter by Zapier and conditional logic to continue only when company details exist and no organization is linked.
Filter by Zapieror swap with your favorite app
5.Find or create organization and link
Integrate Pipedrive and organization matching to find or create the company and update the person to link it.
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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