1.Catch incoming form payloads
Integrate Webhooks by Zapier and form intake tools to capture payload fields and start lead routing.
Create new CRM lead and deal from incoming form
Automatically catch incoming form payloads across Webhooks by Zapier, Google Sheets, ClickSend SMS, Pipedrive, and Microsoft Outlook. Create and update when new form submission arrives or payload received or hook triggersβso you can log lead submissions, add SMS contacts, and create CRM deals without manual logging.
How this automation accelerates lead follow-up
When incoming form payloads hit the webhook, delays can stall outreach and cause missed opportunities. This automation formats contact details and creates CRM records and notificationsβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Splits full name into parts
Integrate Formatter by Zapier and data mapping tools to split full names into first and last names for CRM-ready fields.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row for leads
Integrate Google Sheets and reporting sheets to log each submission as a lead row for auditing and visibility.
Google Sheetsor swap with your favorite app
4.Adds contact to messaging list
Integrate ClickSend SMS and contact lists to add a new recipient for future SMS outreach.
ClickSend SMSor swap with your favorite app
5.Creates person and deal
Integrate Pipedrive and CRM pipelines to find or create a person, then create a deal with notes and file attachments.
Pipedriveor swap with your favorite app
6.Sends email owner alert
Integrate Microsoft Outlook and email notifications to alert configured owners with the submission summary and file link.
Microsoft Outlookor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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.
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
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