1.Detect new submission
Integrate Basin, form submission tools, and lead workflows to start processing each demo request into qualified lead data.
Create qualified demo lead and assign owner from form
Automatically monitor new demo submissions across Basin, Formatter by Zapier, Mailjet, Pipedrive, Storage by Zapier, and Google Chat. Create and update when demo request arrives, submission includes email, or submission includes nameβso you can subscribe contacts, create CRM deals, and notify your sales channel without manual follow-up.
How this automation qualifies demo leads automatically
When new demo submissions come in, response delays can lose high-intent leads. This automation formats and subscribes contacts, creates Pipedrive people and deals, and notifies sales on Google Chatβso your team follows up immediately.
Basinor swap with your favorite app
2.Formats email and name
Integrate Formatter by Zapier, email normalization tools, and form mapping to format the submission email and name.
Formatter by Zapieror swap with your favorite app
3.Subscribes to marketing list
Integrate Mailjet and marketing lists to subscribe each formatted email to the configured campaign audience.
Mailjetor swap with your favorite app
4.Computes round-robin owner
Integrate Storage by Zapier, Formatter by Zapier, and routing rules to assign the next safe owner using round-robin.
5.Creates person and deal
Integrate Pipedrive and CRM record tools to create a person, create a deal, and set the deal owner.
Pipedriveor swap with your favorite app
6.Posts lead alert message
Integrate Google Chat and sales channel tools to post a message with submitter details and the CRM deal link.
Google Chator 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.
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