1.Captures new visitor session fields
Integrate Triggerbee and form capture tools to extract submission fields for lead intake.
Create CRM leads from candidate demo requests immediately
Automatically capture demo request submissions across Triggerbee and Pipedrive. Create and update CRM records and demo activity when visitor sessions start or form fields arriveβso you can route leads, enrich contacts, and speed follow-up without manual lead entry.
How this automation routes new demo leads fast
When new visitor sessions come in with demo request fields, delays can slow recruiter follow-up. This automation captures submission data and builds CRM organization, person, and lead records with a completed demo activityβso your team can act immediately.
Triggerbeeor swap with your favorite app
2.Finds matching organization by name
Integrate Pipedrive and CRM data matching to search organizations and map company details for attribution.
Pipedriveor swap with your favorite app
3.Finds matching person by email
Integrate Pipedrive and contact lookups to search people and map email to person fields.
4.Creates or updates the person
Integrate Pipedrive and CRM contact management to create missing people and map source metadata.
5.Creates lead and completed demo activity
Integrate Pipedrive and CRM activity tracking to create the lead and a completed demo activity.
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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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