1.Detects new form fillout
Integrate SharpSpring and form processing tools to catch new submissions and start contact enrichment.
Create CRM contact from form submissions for nurturing
Automatically monitor SharpSpring new form fillout across SharpSpring and Pipedrive. Create and update CRM contacts when submissions include email, labels, and state context—so you can enrich records, pin intake notes, and prioritize follow-up without manual list building.
How this automation enriches your CRM contacts
When new form fillouts are missed, leads stall and campaign teams lose context. This automation monitors SharpSpring form fills, finds routing data, updates or creates Pipedrive contacts, and pins intake notes—so your team can follow up fast.
SharpSpringor swap with your favorite app
2.Looks up label and referral context
Integrate Zapier Tables and data lookups to find label, referral source, and state code mappings for routing.
Zapier Tablesor swap with your favorite app
3.Finds or creates a contact
Integrate Pipedrive and CRM contact enrichment to search by email and create missing person records.
Pipedriveor swap with your favorite app
4.Updates contact fields and routing
Integrate Pipedrive and contact data updates to apply labels, referral fields, and owner or pipeline stage.
5.Creates a pinned intake note
Integrate Pipedrive and notes tools to pin an intake note with key submission details and referral context.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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