1.Captures new intake submission
Integrate Gravity Forms and form data capture to map submission details and extract person and deal identifiers.
Update CRM person and deal from intake form
Automatically monitor new form submissions for your intake form across Gravity Forms and Pipedrive. Create and update records when intake entry submitted, person identifier appears, or deal identifier appearsβso you can update CRM contacts, advance deals, and standardize dates without manual CRM entry.
How this automation updates your CRM records
When new form submission events arrive from your intake form, manual updates can create delays and errors. This automation maps fields, formats dates, filters noise, and updates Pipedrive person and deal recordsβso your team can keep CRM data current without extra work.
Gravity Formsor swap with your favorite app
2.Formats date and text fields
Integrate Formatter by Zapier and data formatting to standardize DOB and other date fields for CRM display.
Formatter by Zapieror swap with your favorite app
3.Routes qualifying submissions only
Integrate Filter by Zapier and conditional routing to continue only when person or message identifiers exist.
Filter by Zapieror swap with your favorite app
4.Updates matching person and deal
Integrate Pipedrive and CRM record updates to update contacts and deals, or search by message identifier then update stage.
Pipedriveor 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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