1.Monitor new form submissions
Integrate Gravity Forms and form capture tools to catch the submission and pull company, contact, request type, message, and timestamp.
Create and assign sales deals from contact form submissions
Automatically catch new form submissions across Gravity Forms and Pipedrive to capture lead details and build CRM records. Create deals and assignments when request type is set, when company name is captured, or when messages arriveβso you can normalize fields, create organizations, and update deals without manual CRM entry.
How this automation accelerates sales deal creation
When new form submissions arrive, missed details can slow outreach and stall pipeline progress. This automation catches entries, normalizes fields, finds or creates organization and person records, and creates staged deals with notesβso your team can follow up fast.
Gravity Formsor swap with your favorite app
2.Normalize phone and names
Integrate Formatter by Zapier and data formatting tools to normalize phone numbers and trim text for mapping.
Formatter by Zapieror swap with your favorite app
3.Find or create organizations
Integrate Pipedrive and CRM search tools to find organizations by company name or create one with mapped notes.
Pipedriveor swap with your favorite app
4.Find or create people
Integrate Pipedrive and CRM search tools to find people by email or create one with mapped contact details.
5.Create deal and linked note
Integrate Pipedrive and pipeline management tools to create a staged deal linked to the person and add a timestamp note.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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