1.New form submission fires intake
Integrate Unbounce and forms tools to capture submission fields and dedupe token to start lead creation.
Create CRM lead and deal from landing form
Automatically monitor new landing form submissions across Unbounce. Create and update CRM people and deals, run duplicate checking, and add intake notes so your team can act fast without manual follow-up or spreadsheet work.
How this automation creates CRM leads and deals
When new landing form submissions arrive, leads can stall in inboxes and delays can cost momentum. This automation captures submission details, creates or finds CRM people and deals, runs duplicate checks, and adds intake notesβso your team can respond quickly.
Unbounceor swap with your favorite app
2.Find or create person
Integrate Pipedrive and CRM tools to find by email and map intake answers to create or return a person ID.
Pipedriveor swap with your favorite app
3.Create deal in CRM
Integrate Pipedrive and CRM pipelines to create a deal, set stage and owner, and attach the person ID to log intake in the deal.
4.Run duplicate checking
Integrate Sub-Zap by Zapier and duplicate detection tools to evaluate dedupe tokens and handle duplicate deal outcomes.
Sub-Zap by Zapieror swap with your favorite app
5.Create deal note
Integrate Pipedrive and note tools to add a formatted intake summary to the deal timeline for faster rep context.
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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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