1.Catches incoming lead payload
Integrate Webhooks by Zapier and lead capture inputs to extract a submission ID and primary contact fields for deduping and processing.
Create contact and deal from incoming lead hooks
Automatically convert incoming lead payloads into deduplicated CRM people and deal assignments across Webhooks by Zapier, Formatter by Zapier, and Pipedrive. Create and update when new lead submissions, emails appear, or source values map to targetsβso you can route follow-up instantly, normalize lead sources, and open the right deals without manual follow-up paperwork.
How this automation accelerates lead follow-up
When incoming lead payloads arrive, manual routing can delay contact creation and deal assignment. This automation extracts lead fields and normalizes source mapping, then finds or creates people and creates an assigned open dealβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Normalizes and maps the source
Integrate Formatter by Zapier and source mapping tools to normalize the incoming source value and map it to your internal tag.
Formatter by Zapieror swap with your favorite app
3.Finds or creates the person
Integrate Pipedrive and CRM contact matching to search by email or submission ID and create a person when no match exists.
Pipedriveor swap with your favorite app
4.Creates and assigns the deal
Integrate Pipedrive and pipeline tracking to create an open deal in your prospecting pipeline and assign the deal participant.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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