1.Catches incoming form submission
Integrate Webhooks by Zapier and form payload mapping to capture submission fields and validate lead context to centralize lead inputs
Create pipeline deals from incoming web form leads
Automatically catch web form submissions across Webhooks by Zapier and marketing tools. Create and update qualified pipeline deals when submissions arrive, phone and location enrichments complete, and person matching succeedsβso you can speed up outreach, reduce bad leads, and keep CRM data current without manual follow-up.
How this automation creates qualified pipeline deals
When new web form submissions arrive, reps can face lag and unqualified entries. This automation catches the payload, enriches and matches people, and creates or updates deals with notesβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Formats phone and enriches location
Integrate Formatter by Zapier and data enrichment tools to format phone and run state or location lookup to populate lead location fields
Formatter by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive and CRM lookup tools to search by email and map source fields to contact fields to resolve the person match
Pipedriveor swap with your favorite app
4.Finds person by phone or name
Integrate Pipedrive and CRM lookup tools to search by formatted phone and then by name to create a person on no match
5.Chooses the primary person match
Integrate Code by Zapier and routing logic tools to evaluate results by priority and output the chosen person ID to prepare deal creation
Code by Zapieror swap with your favorite app
6.Creates or updates the deal
Integrate Pipedrive and CRM record tools to create or update the deal with stage and mapped campaign or location fields to log a deal note
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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
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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