1.Captures onboarding submission
Integrate Gravity Forms and form capture tools to capture submission details and core fields to power CRM person updates.
Update client records from new onboarding form submissions
Automatically monitor new onboarding form submissions across Gravity Forms, Gmail, and Pipedrive. Create and update when onboarding submissions arrive, attachment emails are found, or matching persons existβso you can complete CRM profiles, store files, and prevent manual data entry without paperwork.
How this automation keeps onboarding profiles current
When new onboarding form submissions come in, incomplete CRM records can slow outreach and confuse handoffs. This automation captures submission details, finds the matching person, and updates CRM records and person filesβso your team can act on fresh context fast.
Gravity Formsor swap with your favorite app
2.Finds matching submission email
Integrate Gmail and email search tools to find the submission email and map attachments into an attachments bundle.
Gmailor swap with your favorite app
3.Finds person by email
Integrate Pipedrive and CRM databases to find a matching person by submitter email to prepare updates.
Pipedriveor swap with your favorite app
4.Updates person record
Integrate Pipedrive and CRM databases to update person core fields and map attachment bundles to person for file storage.
5.Creates person files
Integrate Pipedrive and file storage to create person files when attachments exist and reference the person ID.
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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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