1.Catches new entry submissions
Integrate Typeform and data mapping tools to capture each EB-5 submission and centralize lead intake fields.
Create qualified EB-5 lead and add to CRM record
Automatically catch EB-5 form submissions across Typeform and Zapier. Create and update qualified contacts in ActiveCampaign and Pipedrive when form submission arrives, answers match eligible countries, or entry is newly createdβso you can grow pipeline without manual data entry.
How this automation creates qualified CRM leads
When EB-5 submissions arrive, unqualified entries can still consume time and slow follow-up. This automation calls a qualification routine, filters qualified records, and creates or updates contacts and peopleβso you can focus outreach on the right applicants.
Typeformor swap with your favorite app
2.Runs country qualification
Integrate Sub-Zap by Zapier and workflow logic to qualify the submission country and return a qualified flag.
Sub-Zap by Zapieror swap with your favorite app
3.Continues only for qualified records
Integrate Filter by Zapier and rule engines to continue only when qualified equals true for eligible applicants.
Filter by Zapieror swap with your favorite app
4.Adds or updates marketing contact
Integrate ActiveCampaign and contact management tools to add or update the contact, subscribe to the list, and tag EB-5 source.
ActiveCampaignor swap with your favorite app
5.Finds or creates CRM person
Integrate Pipedrive and CRM person records to find by email or create a person and update intake notes.
Pipedriveor 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
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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