1.Maps form submission fields
Integrate Zapier Forms and form field mapping tools to map submission data to contact and organization fields for downstream actions.
Create trial subscription and capture lead from form
Automatically capture form submissions across Zapier Forms, Zapier Tables, Pipedrive, WooCommerce, Webhooks by Zapier, Microsoft Office 365, and Slack. Create and update when trial accounts provision, CRM leads are created, or activation keys generateβso you can start 30-day trials, notify sales, and send credentials without manual follow-up.
How this automation accelerates trial and lead capture
When form submissions are created, leads can stall and trials never start on time. This automation maps fields, provisions trial subscriptions, and creates CRM leads plus sales notificationsβso your team can act immediately.
Zapier Formsor swap with your favorite app
2.Finds country and currency codes
Integrate Zapier Tables and data lookup tools to look up standardized country and currency codes for pricing decisions.
Zapier Tablesor swap with your favorite app
3.Creates org and lead in Pipedrive
Integrate Pipedrive and CRM tools to find or create organizations and people, then create and assign a new lead.
Pipedriveor swap with your favorite app
4.Creates trial subscription and customer
Integrate WooCommerce and billing automation tools to find or create a customer and create a 30-day trial subscription.
WooCommerceor swap with your favorite app
5.Calculates trial and next dates
Integrate Formatter by Zapier and date tools to calculate trial and next payment dates for the subscription schedule.
Formatter by Zapieror swap with your favorite app
6.Generates activation token
Integrate Code by Zapier and token tools to generate an activation key for the trial provisioning request.
Code by Zapieror swap with your favorite app
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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.
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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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