1.Captures new form entry
Integrate WPForms and form field mapping to pass submission data to Pipedrive to route new lead records.
Create CRM lead and enrollment task from form
Automatically monitor WPForms landing page catalogue submissions across WPForms and Pipedrive. Create and update CRM leads, labels, deals, and enrollment activities when form entries are submitted, key fields are captured, or enrollment interest is selectedβso you can respond quickly and report source impact without manual follow-up.
How this automation creates CRM leads for enrollment
When new form entries come in, leads can stall in inboxes and enrollment teams miss the timing. This automation finds or creates people, tags them, and creates deals and enrollment follow-up activitiesβso your team can move fast from submission to outreach.
WPFormsor swap with your favorite app
2.Find or create person
Integrate Pipedrive and CRM matching to map name, phone, and key fields and create the correct person record.
Pipedriveor swap with your favorite app
3.Add label to person
Integrate Pipedrive and CRM tagging to add the configured source label to the person for campaign reporting.
4.Create deal and activity
Integrate Pipedrive and pipeline tracking to create the deal and an enrollment follow-up activity linked to the deal and person.
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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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