1.Catches each new quote entry
Integrate Gravity Forms and form capture tools to map submitter fields to CRM variables for accurate quote capture.
Create CRM deal from quote form and notify requester
Automatically catch new quote form submissions across Gravity Forms, Pipedrive, Formatter by Zapier, and Gmail. Create and update when new quote submitted, file URL provided, or submitter email missingβso you can create CRM organizations, create deal records, and send requester acknowledgements without manual data entry.
How this automation creates CRM deals from quotes
When new quote submissions hit Gravity Forms, delays can leave deals untracked and requests unanswered. This automation maps submission data to Pipedrive and attaches files and sends email confirmationsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Searches or creates organization
Integrate Pipedrive and CRM records to search by company name and create missing organizations with website and phone.
Pipedriveor swap with your favorite app
3.Searches or creates person
Integrate Pipedrive and contact records to find people by email and create and link them to the organization.
4.Extracts text for attachment name
Integrate Formatter by Zapier and file handling to extract a safe filename or last segment for attachments.
Formatter by Zapieror swap with your favorite app
5.Creates deal and attaches file
Integrate Pipedrive and deal management to create the deal, set pipeline and stage, map custom fields, and attach the file.
6.Sends requester acknowledgement
Integrate Gmail and email templates to send a confirmation summary to the submitter using your shared reply address.
Gmailor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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