1.Creates new form submission
Integrate Gravity Forms and form intake tools to catch incoming entries and pass lead details downstream.
Create sales lead and deal from web form submissions
Automatically monitor new form submissions across Gravity Forms and CRM tools. Create and update contacts, deals, and notes when valid entries arriveβso you can speed up follow-up, capture source fields, and protect pipeline data entry without manual data entry.
How this automation accelerates lead follow-up
When new form submissions come in, delays can stall deals and muddy CRM source attribution. This automation checks lead matches and creates people, deals, and notes instantlyβso your team can act on intent fast.
Gravity Formsor swap with your favorite app
2.Finds lead by email
Integrate WhatConverts and lead enrichment tools to verify email matches and pull tracking fields for accuracy.
WhatConvertsor swap with your favorite app
3.Finds or creates person
Integrate Pipedrive and CRM workflows to create or reuse the contact record based on submission details.
Pipedriveor swap with your favorite app
4.Creates deal
Integrate Pipedrive and pipeline management to create a new deal, set the stage to New Lead, and map tracking.
5.Creates deal note
Integrate Pipedrive and CRM notes tools to attach a contextual note to the newly created deal.
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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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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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