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.
Categories
Gravity Forms and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Gravity Forms
Triggers when the specified form is submitted.
Then these actions happen in Pipedrive
Creates a new person.
Creates a new deal.
Creates a new note.
This guide contains information on how to set up an automatic workflow that allows to Add new Gravity Forms submissions to Pipedrive.
Part I
First, we need to connect Gravity Forms and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gravity Forms to Zapier.
Give Zapier access to your Gravity Forms account, using Gravity Forms credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
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
Choose the following trigger: Form Submission (Triggers when the specified form is submitted.).
Then set up an Action for Pipedrive
Choose this action: Create Person (Creates a new person.).
Then set up another Action for Pipedrive
Choose this action: Create Deal (Creates a new deal.).
Then set up another Action for Pipedrive
Choose this action: Create Note (Creates a new note.).
Part III
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Add new Gravity Forms submissions to Pipedrive!
Triggers when the specified form is submitted.
Triggers when a new entry is submitted in a form.
Triggers when a Form is submitted
Form is submitted
Triggers when a new Form is created.
Trigger on new response.
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
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Pipedrive alternatives
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