1.Detect new form submission
Integrate Gravity Forms and CRM data entry workflows to detect quote form submissions for downstream record creation.
Create CRM deal from new quote submission and notify AM
Automatically monitor quote form submissions across Gravity Forms and Pipedrive. Create and update when deals are created, attribution is parsed, and reps get context β so you can create an org record, link a person, and send acknowledgment without manual data entry.
How this automation creates linked sales deals
When a quote form is submitted, reps need org and deal context immediately or outreach stalls. This automation creates organizations and people, parses attribution, and then creates deals and sends confirmationsβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Find or create organization
Integrate Pipedrive and CRM record mapping to find or create an organization based on company name or website.
Pipedriveor swap with your favorite app
3.Find or create person
Integrate Pipedrive and contact linking tools to find or create a person by email and link to the organization ID.
4.Parse attribution from URL
Integrate Formatter by Zapier and analytics data tools to extract host and UTM fragments and normalize attribution fields.
Formatter by Zapieror swap with your favorite app
5.Create deal with attribution
Integrate Pipedrive and pipeline tracking to create a deal with owner, stage, organization, person, and parsed attribution.
6.Send acknowledgment email
Integrate Gmail and email templates to send a confirmation to the submitter and include a short request summary.
Gmailor swap with your favorite app
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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
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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.
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