1.Catches hook and captures payload
Integrate Webhooks by Zapier and web form field mapping to capture the incoming payload and extract submission metadata to organize CRM-ready data.
Create sales lead and contact from web form
Automatically create sales lead and contact records from web form submissions across Webhooks by Zapier, ServiceTitan, Code by Zapier, and Pipedrive. Create and update deduplicated people and linked leads when a new web form payload arrivesβso you can speed up follow-up, reduce duplicates, and keep sales owners aligned without manual lead entry.
How this automation creates sales-ready leads from web forms
When web form submissions arrive without structured CRM data, follow-up can stall and duplicates can slip in. This automation captures the payload, checks for existing customers, transforms fields, and creates deduplicated people and owned leadsβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Finds matching customer by phone
Integrate ServiceTitan and CRM lookup to search by phone and return found or missing status to determine whether to create a new customer.
ServiceTitanor swap with your favorite app
3.Transforms fields into contact data
Integrate Code by Zapier and data normalization to split names, build unified notes, and pass city, email, phone, and owner hint to the next steps to enrich contact records.
Code by Zapieror swap with your favorite app
4.Creates person and linked lead
Integrate Pipedrive and CRM lead creation to find or create the person, assign owner, and create a linked lead with notes to speed up follow-up.
Pipedriveor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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