Gravity Forms
Pipedrive
zapier

An automated workflow using zapier

Connects Gravity Forms + Pipedrive

Add new Gravity Forms submissions to Pipedrive

About this workflow template

This automation scenario allows you to connect Gravity Forms and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Gravity Forms and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Add new Gravity Forms submissions to Pipedrive
Workflow diagram: Gravity Forms + Pipedrive integration

How it works?

When this trigger fires in Gravity Forms

Gravity Forms

Form Submission in Gravity Forms

Triggers when the specified form is submitted.

Then these actions happen in Pipedrive

Pipedrive

Create Person in Pipedrive

Creates a new person.

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

Pipedrive

Create Note in Pipedrive

Creates a new note.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Gravity Forms submissions to Pipedrive.

Part I

Configure Applications

First, we need to connect Gravity Forms and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Gravity Forms to Zapier.

    Connect Gravity Forms to Zapier.

    Give Zapier access to your Gravity Forms account, using Gravity Forms credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Gravity Forms

    Set up a Trigger action for Gravity Forms

    Choose the following trigger: Form Submission (Triggers when the specified form is submitted.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Person (Creates a new person.).

  • Then set up another Action for Pipedrive

    Then set up another Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

  • Then set up another Action for Pipedrive

    Then set up another Action for Pipedrive

    Choose this action: Create Note (Creates a new note.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Gravity Forms and Pipedrive.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Gravity Forms submissions to Pipedrive!

Supported triggers and actions

  • Gravity Forms

    Form submission

    Triggers when the specified form is submitted.

    zapier
    triggerbyzapier
  • Gravity Forms

    Watch entries

    Triggers when a new entry is submitted in a form.

    integromat
    triggerbyintegromat
  • Gravity Forms

    New form submission

    Triggers when a Form is submitted

    automateio
    triggerbyautomateio
  • Gravity Forms

    Form is submitted

    Form is submitted

    integrately
    triggerbyintegrately
  • Gravity Forms

    Get forms

    Triggers when a new Form is created.

    zapier
    triggerbyzapier
  • Gravity Forms

    New response

    Trigger on new response.

    pabbly-connect
    triggerbypabbly-connect
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connectiftttalbato
    actionbyzapierintegratelypabbly-connectiftttalbato
  • Pipedrive

    Create person

    Creates a new person.

    zapierpabbly-connectalbato
    actionbyzapierpabbly-connectalbato
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegratelypabbly-connectiftttalbato
    actionbyzapierintegratelypabbly-connectiftttalbato
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegratelypabbly-connectpipedreamalbato
    actionbyzapierautomateiointegratelypabbly-connectpipedreamalbato
  • Pipedrive

    Create a person

    Creates a person.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

Gravity Forms

Gravity Forms

Form Builders

An Effortless WordPress Form Creator

Gravity Forms is a premier WordPress plugin that simplifies the creation of powerful and beautifully designed forms. Automate data flow between Gravity Forms and your favorite apps using Integromat, eliminating the need for manual data entry. Easily build and manage web forms with this secure and reliable solution.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.