1.Captures new entry submission
Integrate Formidable Forms and form variables to capture submission details to log complete lead context.
Create sales leads from multi-step form entries instantly
Automatically capture Formidable Forms new entry submissions across Formidable Forms and Pipedrive. Create and update when new entries include email, company name, or UTM and selection contextβso you can create people, create organizations, and create leads without manual CRM entry.
How this automation accelerates lead follow-up
When new form entries land, follow-up can stall due to missing context in the CRM. This automation captures submissions, finds or creates people and organizations, and creates lead dealsβso your team can respond fast with complete details.
Formidable Formsor swap with your favorite app
2.Finds or creates a person
Integrate Pipedrive and CRM contact matching to find or create a person to attach submission context.
Pipedriveor swap with your favorite app
3.Finds or creates an organization
Integrate Pipedrive and CRM account records to find or create an organization to link it to the person.
4.Creates a lead deal
Integrate Pipedrive and pipeline tracking to create a lead deal to set the owner and save UTM context.
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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.
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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.
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