1.Captures form payload and maps fields
Integrate Webhooks by Zapier and data mapping tools to capture the form payload to build submission fields.
Create CRM lead and deal from contact form
Automatically capture form submission payloads across Webhooks by Zapier, Delay by Zapier, WhatConverts, Pipedrive, and Klaviyo. Create and update CRM lead and deal records and subscribe contacts when form submitted, contact form completed, or webhook payload receivedβso you can enrich lead data, route deals, and nurture subscribers without manual follow-up.
How this automation creates CRM-ready leads
When contact form submissions come in, delays can leave reps chasing incomplete context. This automation captures the form payload, enriches lead attribution, creates or updates CRM records, and adds a marketing subscriberβso your team can follow up with ready-to-use details.
Webhooks by Zapieror swap with your favorite app
2.Pauses processing for 15 minutes
Integrate Delay by Zapier and workflow timing to pause processing for 15 minutes to allow attribution to register.
Delay by Zapieror swap with your favorite app
3.Finds existing marketing lead by email
Integrate WhatConverts and lead attribution tools to find lead attribution by email to enrich source context.
WhatConvertsor swap with your favorite app
4.Creates or updates person, lead, deal, and note
Integrate Pipedrive and CRM record tools to find or create the person, create lead and deal, and append a note to the deal.
Pipedriveor swap with your favorite app
5.Finds or creates subscriber and adds list
Integrate Klaviyo and marketing list tools to create the subscriber and add them to the nurture list with a submission tag.
Klaviyoor swap with your favorite app
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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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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.
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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.
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