1.New form submission data
Integrate Gravity Forms and form processing to extract submission fields to qualify leads.
Create CRM leads from whitepaper form submissions and assign owner
Automatically monitor Gravity Forms for whitepaper submissions across Gravity Forms, Zapier Tables, and Pipedrive. Create and update qualified CRM leads when submissions arrive or match assets, and log activity for same-day follow-up without manual data entry.
How this automation creates qualified CRM leads
When new whitepaper submissions happen, leads can sit unqualified and follow-up gets delayed. This automation pulls form data, looks up owners, creates or finds people and organizations, and creates leads with activitiesβso your team can follow up same day.
Gravity Formsor swap with your favorite app
2.Find record owner
Integrate Zapier Tables and lookup tools to find a configured owner to assign inbound leads.
Zapier Tablesor swap with your favorite app
3.Find or create person
Integrate Pipedrive and CRM contact mapping to find by email or create a new person to capture lead identity.
Pipedriveor swap with your favorite app
4.Create organization and lead
Integrate Pipedrive and CRM lead creation to find or create an organization and create a lead to capture campaign context.
5.Create activity and update lead
Integrate Pipedrive and CRM activity logging to create an activity with raw submission notes and update the lead.
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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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