1.Catch Hook for submission payload
Integrate Webhooks by Zapier and data mapping tools to capture submission payload and dedupe key fields to route downstream records.
Create sales lead and add profile to list
Automatically capture incoming form submissions across Webhooks by Zapier and Pipedrive and Klaviyo. Create and update when form submission arrives, submission ID received, or opt-in flag is presentβso you can create profiles, log leads, and add list subscribers without manual lead entry.
How this automation accelerates your welcome outreach
When an incoming form submission happens without instant routing, leads stay uncreated and outreach gets delayed. This automation captures the submission payload, finds or creates the person and lead in Pipedrive, and adds consenting subscribers to a Klaviyo marketing listβso your team can follow up while intent is high.
Webhooks by Zapieror swap with your favorite app
2.Find or create person by email
Integrate Pipedrive and CRM tools to search by email and create a person when needed to centralize contact identities.
Pipedriveor swap with your favorite app
3.Create lead from submission fields
Integrate Pipedrive and CRM lead workflows to create the lead, assign the owner, and store source labels to capture qualified interest.
4.Add subscriber to marketing list
Integrate Klaviyo and email marketing lists to find or create a subscriber and add them to the configured list to power welcome outreach.
Klaviyoor 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
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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.
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