1.Monitors each new form entry
Integrate Typeform and form collection tools to capture each new submission and trigger lead processing.
Create sales lead and deal from contact form
Automatically monitor new Typeform entries across Typeform, Webhooks by Zapier, and Pipedrive. Create and update when new form submissions, high-intent responses, or product selectionsβso you can match contacts, assign owners, and create deals without manual follow-up.
How this automation creates sales-ready deals from contact form leads
When new Typeform submissions come in, delays can leave leads unassigned and reps without context. This automation captures submissions, enriches phone data, assigns owners, and creates contacts, deals, and notesβso your team can respond immediately.
Typeformor swap with your favorite app
2.Looks up normalized phone metadata
Integrate Webhooks by Zapier and phone enrichment tools to map phone numbers and normalize routing metadata.
Webhooks by Zapieror swap with your favorite app
3.Requests an owner assignment
Integrate Webhooks by Zapier and assignment services to return the assigned owner id from phone and source.
4.Finds or creates the person
Integrate Pipedrive and CRM contact tools to find a matching person by phone and create it when needed.
Pipedriveor swap with your favorite app
5.Creates deal and adds note
Integrate Pipedrive and deal records tools to create the deal, set stage and owner, and add a form note.
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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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