1.Detect new form submission
Integrate Gravity Forms and form processing tools to detect new contract or contact submissions to trigger CRM creation.
Create new CRM deals from contract form submissions
Automatically detect new form submissions across Gravity Forms and qualify the data through Zapier Filter. Create and update CRM people, deals, and a sales metrics row when valid submissions arrive, so you can protect lead accuracy, track deal details, and add rep context without manual data entry.
How this automation creates new CRM deals
When new contract form submissions land with missing or inconsistent fields, reps lose context and CRM data stays incomplete. This automation filters and normalizes submissions, creates Pipedrive people and deals with notes, and records everything in a Google Sheets sales metrics worksheetβso your team can track every lead without chasing entries.
Gravity Formsor swap with your favorite app
2.Qualifies submissions before continuing
Integrate Filter by Zapier and data validation tools to filter incoming submissions and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Normalize spend and format dates
Integrate Formatter by Zapier and reporting data prep tools to normalize spend bands and format the entry date.
Formatter by Zapieror swap with your favorite app
4.Find or create CRM person
Integrate Pipedrive and CRM matching tools to match by email and create a new person when no match exists.
Pipedriveor swap with your favorite app
5.Create deal and link note
Integrate Pipedrive and CRM records tools to create a deal and attach a linked note when a message exists.
6.Log deal to sales metrics sheet
Integrate Google Sheets and reporting spreadsheets to add a row to the sales metrics worksheet for centralized tracking.
Google Sheetsor 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
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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