1.Monitor form submission created
Integrate Zapier Forms and form capture tools to detect new submissions and start lead processing.
Create lead and log contact from form submission
Automatically monitor form submissions across Zapier Forms, Google Sheets, Pipedrive, and Superchat. Create and update lead records and outreach messages when new form submission created, phone number submitted, or email capturedβso you can log every submission, create CRM records, and send templated follow-ups without manual data entry.
How this automation creates tracked leads
When a new form submission is created, leads can go untracked and outreach can be delayed. This automation creates a tracking sheet row and upserts CRM records and sends a templated outreach messageβso your team can follow up fast.
Zapier Formsor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and tracking sheet tools to create a new row and record submission timestamps.
Google Sheetsor swap with your favorite app
3.Upserts CRM records and notes
Integrate Pipedrive and CRM tools to find by phone, create missing records, and add a deal note.
Pipedriveor swap with your favorite app
4.Delays outreach for pause
Integrate Delay by Zapier and timing controls to wait the configured outreach pause before messaging.
Delay by Zapieror swap with your favorite app
5.Sends templated message
Integrate Superchat and outreach messaging tools to send the templated message and update conversation tracking.
Superchator swap with your favorite app
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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
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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.
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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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