1.Detects new form entry
Integrate Formidable Forms and intake forms to capture submission data and map it to CRM fields.
Create consultation leads in CRM from intake forms
Automatically convert new intake form entries across Formidable Forms and Pipedrive. Create and update CRM person and deal records when new entry is submitted, key submission fields are provided, or submissions meet filtersβso you can save manual CRM entry, assign intake pipeline, and activate faster follow-up.
How this automation creates qualified consultation leads
When new Formidable Forms entries arrive, intake requests can stall and coordinators waste time re entering details. This automation maps submission fields, filters for qualifying entries, and creates person and deal records in Pipedriveβso your team can act on leads instantly.
Formidable Formsor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and lead scoring rules to continue only for qualifying intake submissions.
Filter by Zapieror swap with your favorite app
3.Creates person in Pipedrive
Integrate Pipedrive and CRM mapping tools to create or match a person using name and contact fields.
Pipedriveor swap with your favorite app
4.Creates deal in Pipedrive
Integrate Pipedrive and pipeline routing rules to create a deal with title, notes, pipeline, and owner.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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