1.Detects new form entry
Integrate WPForms and form data tools to capture submission fields to create structured lead inputs.
Create sales-calculator leads and tailored slide decks fast
Automatically monitor new calculator form submissions across WPForms and sales workflow tools. Create and tailor slide deck PDFs and CRM lead recordsβso you can respond with the right follow-up without manual lead entry.
How this automation accelerates your sales follow-up
When new calculator submissions arrive, leads can be missed and sales outreach can stall. This automation updates lookup data, creates slide deck PDFs, and sends them via emailβso your team can follow up faster with accurate details.
WPFormsor swap with your favorite app
2.Updates worksheet with submission
Integrate Google Sheets and lookup tools to update rows with inputs and map lookup values to outputs.
Google Sheetsor swap with your favorite app
3.Creates tailored slide deck
Integrate Google Slides and template tools to create a presentation and map sheet and submission outputs.
Google Slidesor swap with your favorite app
4.Exports deck to PDF
Integrate Google Drive and document tools to move the deck and export the PDF for attachment.
Google Driveor swap with your favorite app
5.Creates CRM lead records
Integrate Pipedrive and CRM tools to create organization, person, and deal records and set owner details.
Pipedriveor swap with your favorite app
6.Sends PDF to requester
Integrate Gmail and email tools to attach the Drive PDF and email the requester with an outreach cue.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
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
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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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