1.Monitors new lead submission
Integrate WhatConverts and lead intake forms to catch incoming submission data and map fields to your workflow.
Create CRM contact and add to email audience
Automatically monitor new leads from web forms and appointments across WhatConverts and CRM and email tools. Create and update when new web form submitted, appointment booked, or lead data receivedβso you can normalize fields, create CRM records, and add subscribers to your audience without manual data entry.
How this automation accelerates your email audience growth
When new lead submissions arrive, delayed processing can lose follow-through and dampen pipeline momentum. This automation catches intake, normalizes fields, finds or creates CRM records, and adds subscribers to Mailchimpβso your team can nurture at first contact.
WhatConvertsor swap with your favorite app
2.Normalizes phone and names
Integrate Formatter by Zapier and data formatting tools to format phone to E.164 and split first and last names.
Formatter by Zapieror swap with your favorite app
3.Finds person by email or phone
Integrate Pipedrive and CRM lookup tools to search by email then phone and return a person id for linking.
Pipedriveor swap with your favorite app
4.Creates person if no match
Integrate Pipedrive and contact enrichment tools to create a person, map fields, and assign the configured owner.
5.Creates linked lead deal
Integrate Pipedrive and CRM notes tools to create a lead linked to the person and store service and source details.
6.Adds or updates email subscriber
Integrate Mailchimp and audience management tools to add the email to the configured audience and apply a prospect tag.
Mailchimpor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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