This automation scenario allows you to connect Gravity Forms and PipelineDeals
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 PipelineDeals 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 this action happens in PipelineDeals
Creates a new person in your PipelineDeals account.
This guide contains information on how to set up an automatic workflow that allows to Add Gravity Forms form contacts to Pipeline CRM.
Part I
First, we need to connect Gravity Forms and PipelineDeals 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 PipelineDeals to Zapier.
Give Zapier access to your PipelineDeals account, using PipelineDeals 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 PipelineDeals
Choose this action: Create Person (Creates a new person in your PipelineDeals account.).
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 PipelineDeals.
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 Gravity Forms form contacts to Pipeline CRM!
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 person in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
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PipelineDeals alternatives
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