1.Detect new form submission
Integrate Gravity Forms to detect each new form submission and start CRM intake.
Create CRM contact and review task from form
Automatically detect new form submissions across Gravity Forms and Pipedrive. Get instant updates when form submission arrives, contact email is provided, or review windows startβso you can create and update CRM contacts, log intake notes, and schedule review tasks without manual CRM entry.
How this automation streamlines CRM intake
When new form submissions land in Gravity Forms, manual CRM entry can slow down follow-up and reviews. This automation finds or creates people, logs intake notes, and schedules review tasksβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Find person by email
Integrate Pipedrive and CRM search to find a matching person by submitted email.
Pipedriveor swap with your favorite app
3.Create or update person
Integrate Pipedrive to map fields and create or update the person contact record.
4.Create intake note
Integrate Pipedrive and note templates to create and link a note with the form message.
5.Create review task
Integrate Pipedrive and task planning to create a linked review activity with an assigned owner.
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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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