- Sales Automation
- Pre-Sales Process
- Automate pre-sales forms
Capture and manage new form submissions for presales support
This automation category streamlines the capture and management of pre-sales support form submissions by automatically collecting form data, updating CRM records, and notifying teams. It reduces manual data entry and ensures timely follow-up by triggering tasks and notifications as soon as a submission arrives. By integrating submission handling with document generation and tracking systems, teams stay organized, maintain data consistency, and accelerate response times.
Filter by common apps:
Typeform
Gmail
RD Station
Tally
Telegram
Google Sheets
HubSpot
Google Docs
Pipedrive
Jotform
Streak
Formcrafts
E-goi
Formatter by Zapier
Jotform Enterprise
Webhooks by Zapier
- Receive Instant Notifications and Track Conversions for New Typeform Submissions with Gmail and RD Station
- Receive Instant Notifications and Log Registrations in Google Sheets with Tally and Telegram
Receive Instant Notifications and Log Registrations in Google Sheets with Tally and Telegram
- Stay Organized: Automatically Generate and Organize Documentation in Google Docs and Sheets When a New Opportunity is Created in HubSpot
Stay Organized: Automatically Generate and Organize Documentation in Google Docs and Sheets When a New Opportunity is Created in HubSpot
- Capture New Form Submissions Automatically When Your Pipedrive Deal Reaches a Key Stage
Capture New Form Submissions Automatically When Your Pipedrive Deal Reaches a Key Stage
- Automatically Create a New Jotform Submission When Your Streak Deal Advances in the Sales Pipeline
Automatically Create a New Jotform Submission When Your Streak Deal Advances in the Sales Pipeline
- Instantly Add or Update Subscribers in E-goi When Users Submit Your Formcrafts Pre-Sale Form
Instantly Add or Update Subscribers in E-goi When Users Submit Your Formcrafts Pre-Sale Form
- Capture Support Requests and Log Deal Information in Google Sheets from Typeform and HubSpot
Capture Support Requests and Log Deal Information in Google Sheets from Typeform and HubSpot
- Stay Ahead: Automatically Create New Deals in Pipedrive from Jotform Submissions
Stay Ahead: Automatically Create New Deals in Pipedrive from Jotform Submissions
- Capture Presales Call Insights: Automatically Update Contacts, Add to Lists, and Generate Follow-Up Tickets with Webhooks and HubSpot
Capture Presales Call Insights: Automatically Update Contacts, Add to Lists, and Generate Follow-Up Tickets with Webhooks and HubSpot
