1.New form submission
Integrate Gravity Forms and form intake tools to watch for submissions and trigger downstream CRM updates.
Update CRM records from form completions and notify owner
Automatically monitor Gravity Forms new form submission across Gravity Forms, Formatter by Zapier, Airtable, Pipedrive, Google Sheets, and Slack. Get CRM updates and owner alerts when form submission arrives or phone numbers are entered or bank details are providedβso you can enrich contacts, update deals, and notify owners without manual data entry.
How this automation protects CRM data accuracy
When new form submissions land in Gravity Forms, inconsistent fields can slow follow-up and cause record errors. This automation formats entries, finds and updates CRM records, and notifies the deal ownerβso your team can act from clean data.
Gravity Formsor swap with your favorite app
2.Formats decoded fields
Integrate Formatter by Zapier, data formatting tools, and phone utilities to calculate IDs and format phone numbers to international E.164.
Formatter by Zapieror swap with your favorite app
3.Finds matching organization
Integrate Airtable and data enrichment tools to find the organization record by the submitted company identifier and pull its long name.
Airtableor swap with your favorite app
4.Updates person record
Integrate Pipedrive and CRM record sync tools to update person name, email, phone, address, and optionally store a validated IBAN candidate.
Pipedriveor swap with your favorite app
5.Updates deal and creates follow-up
Integrate Pipedrive and activity tracking tools to update the deal, add product pricing and internal notes, and create a 15-minute follow-up.
6.Looks up owner Slack ID
Integrate Google Sheets and owner mapping tools to look up the owner row and retrieve the Slack handle for the notification.
Google Sheetsor swap with your favorite app
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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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