AI Agent Marketing Campaign TrackerMulti-product solution
Zaps, Tables, Canvas
Form template (Pipedrive integration)
Capture and organize deal information with a custom form that connects to Pipedrive
Overview
Actual salespeople founded Pipedrive. So they built the platform they (and many sellers) needed—a customer relationship manager (CRM) that let them focus on building stronger relationships. If you’re one of the many people benefiting from Pipedrive and its powerful features, there’s one more step you can take to get the most from the CRM.
With Zapier’s Create deal form template, you no longer have to manually enter deal information into Pipedrive. Just fill out a user-friendly form capturing all the data you need, and automation takes care of sending it to your CRM. It’s the perfect solution for sales teams that want to improve their deal management workflow.
Zapier products the template uses
- Interfaces — an automated form, page, and app builder for collecting data
- Tables — databases that let you track and automate your data
- Zaps — automated workflows
- Canvas — a diagramming tool that helps you visualize your workflows
How Zapier's Create deal form template works
This template simplifies the way you create deals in Pipedrive…with ,just, a few clicks.
Here's how it works:
- The template provides a tailored form designed to capture all your essential deal info. That includes fields for the deal title, value, currency, stage, status, associated person and organization, expected close date, and owner.
- When someone submits the form, the deal information gets stored in Tables. That way, anyone can review the data or alter it as needed before it transfers to Pipedrive.
- The form submission also triggers a Zap, which automatically creates a new deal in Pipedrive with all the captured info.
- You can visualize and manage your entire process using Canvas, giving you a clear overview of all the steps in your workflow.
This template is easy to set up. Here's what you do:
- Connect your Pipedrive account to Zapier, if you haven't already.
- Customize the form fields to match your specific deal information needs.
- Set up the Zap to make sure the correct information will get sent to the right fields in Pipedrive.
- Test the workflow, so you know that everything works as expected.
- Then share the form link with your team and start streamlining your deal-creation process!
Who should use this template
This template is can benefit so many different users:
- Sales teams: Whether you're part of a small business or a large enterprise, this template can help standardize your deal-creation process. It makes sure all team members are capturing the same essential information for each deal, improving your overall data quality and consistency.
- Sales managers: Use this template to gain better visibility into your team's pipeline. The standardized process makes it easier to track deal progress, identify bottlenecks, and make data-driven decisions to improve your sales strategy.
- Business owners: If you're handling sales by yourself or with a small team, this template can help you stay organized and make sure you're not overlooking important deal details. It's a great way to professionalize your sales process without investing a huge chunk of your time.
- CRM administrators: Use this template to improve data quality and consistency in Pipedrive. By making sure all deals are created with the same level of detail, you'll make reporting and analysis more accurate and valuable.
- Marketing teams: Capture and organize leads from various sources—automatically. Having a standardized method for entering new potential deals into the pipeline will ensure a smooth handoff to the sales team.
- Customer success managers: Use this template to create upsell or cross-sell opportunities. You can easily input new potential deals for existing customers, so your team can track and follow up on these opportunities effectively.
From improved data consistency to better pipeline visibility and more accurate forecasting, this template gives you a comprehensive solution to optimize your CRM processes—and, most importantly, close more deals.
Key Benefits This Form Template
- Streamlined deal creation: Spend less time on manual data entry and minimize errors.
- Improved data quality: Make sure deal information is entered consistently across your organization with standardized fields and dropdown menus.
- Enhanced pipeline visibility: Gain better insights into your sales pipeline with all your deal details captured in one place.
Frequently asked questions
Can I customize the form fields to match my specific business needs?
Absolutely. The template includes custom fields that you can tailor to your specific requirements.
How does this template improve my sales process?
By standardizing and automating the deal-creation process, you can reduce errors, save time, and ensure consistent data entry. And all that means better pipeline visibility, more accurate forecasting, and, ultimately, a more efficient sales process.
Do I need to be a Zapier pro to use this template?
Not at all. This template is designed to be user-friendly and easy to set up, even for people new to Zapier.
Will this template work with my existing Pipedrive setup?
For sure. If you have a Pipedrive account, you can use this template with your existing setup.
