1.Catches web inquiry submissions
Integrate Webhooks by Zapier and form tracking tools to receive submission fields and route them for lead qualification.
Create qualified lead and deal from web inquiry
Automatically catch web inquiry submissions across Webhooks by Zapier, Microsoft Excel, MailerLite Classic, Pipedrive, and Gmail. Create and update subscriber records, route deal owners, and send prospect and internal notificationsβso you can qualify leads and keep sales aligned without manual follow-up.
How this automation creates qualified leads and deals
When web inquiries arrive without consistent routing, leads slip through and sales act on outdated context. This automation catches submissions, looks up owner routing, creates subscribers, and creates deals then sends prospect and internal messagesβso your team can respond the same day.
Webhooks by Zapieror swap with your favorite app
2.Finds row for owner routing
Integrate Microsoft Excel and spreadsheet lookup tools to map region selection to owner and routing fields.
Microsoft Excelor swap with your favorite app
3.Creates or updates subscriber
Integrate MailerLite Classic and email subscriber tools to create or update subscribers and add them to the right group.
MailerLite Classicor swap with your favorite app
4.Finds or creates person and deal
Integrate Pipedrive and CRM pipeline tools to find or create a person and create a deal with mapped details.
Pipedriveor swap with your favorite app
5.Sends prospect dossier email
Integrate SMTP by Zapier and email sending tools to send the dossier email with configured attachments.
SMTP by Zapieror swap with your favorite app
6.Sends internal submission notification
Integrate Gmail and internal alert tools to notify the configured owner with the submission summary.
Gmailor swap with your favorite app
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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.
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Rishi Shah, CEO and Co-Founder
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