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Capture form submissions, find or create contacts, update contacts, and create follow-up activities

Capture form submissions, find or create contacts, update contacts, and create follow-up activities

Capture new consultation requests with Gravity Forms, update or create contact records in Pipedrive, and schedule follow-up activities. This process accelerates client onboarding and improves engagement.

Zap details:

Overview

Capture new consultation requests with Gravity Forms, update or create contact records in Pipedrive, and schedule follow-up activities. This process accelerates client onboarding and improves engagement.

Capture form submissions, find or create contacts, update contacts, and create follow-up activities