1.Catches form submission payload
Integrate Webhooks by Zapier to extract submission fields like email, name, and utm values to prepare lead and person data.
Create enrollment leads and person records from forms
Automatically catch enrollment form submissions across Webhooks by Zapier and Pipedrive. Create and update person and lead records when email is present or UTM data arrivesβso you can match people, link leads, and keep projects moving without manual lead entry.
How this automation creates enrollment leads
When enrollment form submissions come in, missed or delayed intake can stall outreach and overwhelm project coordinators. This automation extracts submission data, finds or creates person records, and creates linked leadsβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Finds person by email
Integrate Pipedrive to search for an existing person by email to return the correct person id for linking.
Pipedriveor swap with your favorite app
3.Creates person on no match
Integrate Pipedrive to create a new person when no match exists to set initial owner and person fields.
4.Creates lead linked to person
Integrate Pipedrive to create a new lead and link it to the person id to store submission summary and utm details.
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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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