1.Detect new form submission
Integrate Typeform, form tools, and submission capture to trigger handling of each new entry.
Create CRM lead and notify teams for new enquiries
Automatically capture Typeform new entries across Pipedrive, Google Sheets, and Microsoft Outlook. Get instant CRM updates when new form submission, enquiry received, or submission capturedβso you can create people, create deals, and log entries without manual lead capture.
How this automation creates qualified CRM leads
When new Typeform entries come in, enquiries can stall and teams miss timely follow-up. This automation creates CRM people and deals, logs each submission, and sends internal and customer notificationsβso your team can respond faster.
Typeformor swap with your favorite app
2.Create CRM person
Integrate Pipedrive, CRM contact fields, and marketing status to create a person from the submission data.
Pipedriveor swap with your favorite app
3.Create CRM deal
Integrate Pipedrive, sales pipelines, and CRM deal records to create a deal linked to the new person.
4.Add row to master sheet
Integrate Google Sheets, spreadsheet logging, and timestamp formatting to append each enquiry submission to your master sheet.
Google Sheetsor swap with your favorite app
5.Send internal and confirmation emails
Integrate Microsoft Outlook, email notifications, and customer confirmation to alert sales and confirm the submitter.
Microsoft Outlookor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
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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