1.Catches hook submissions
Integrate Webhooks by Zapier and inbound form systems to catch incoming submissions and route them into lead workflow.
Create sales lead and 24h follow-up call task
Automatically catch qualifying estimate or quote submissions across Webhooks by Zapier, Gmail, and Pipedrive. Create and update leads when region match, source qualifies, or submission fields validateβso you can confirm submitters, create deals, and schedule 24h call tasks without manual follow-up.
How this automation schedules 24 hour follow-up calls
When new submissions arrive without instant follow-up, leads stall and reps lose pipeline momentum. This automation catches submissions, filters and enriches fields, then sends Gmail confirmations and creates Pipedrive people, deals, notes, and 24 hour call activitiesβso your team books faster responses.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and routing rules to evaluate submission fields and continue only for qualifying leads.
Filter by Zapieror swap with your favorite app
3.Formats submission timestamp
Integrate Formatter by Zapier and data formatting tools to compute derived fields and map timestamps into display notes.
Formatter by Zapieror swap with your favorite app
4.Generates sequential request number
Integrate Storage by Zapier and counter storage to increment a request counter for a sequential reference.
Storage by Zapieror swap with your favorite app
5.Sends confirmation and alerts
Integrate Gmail and email templates to send submitter confirmation and notify an internal inbox.
Gmailor swap with your favorite app
6.Creates person, deal, and call
Integrate Pipedrive and CRM workflows to upsert the person, create the deal, add a note, and schedule a call activity.
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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