1.Catches incoming website submission
Integrate Webhooks by Zapier and web form payload handling to capture new submission fields and to map them for CRM intake.
Create CRM leads and assign owners from website
Automatically map website submissions into CRM leads across Webhooks by Zapier, Google Sheets, and Pipedrive. Create and schedule call follow-ups when new website submissions arrive or service types qualify or emails matchβso you can route owners, update your audit sheet, and task reps without manual paperwork.
How this automation accelerates your lead follow-up
When website submissions arrive without routing, reps waste time chasing context and leads stall. This automation captures the submission payload, updates tracking, transforms fields, assigns owners, and creates CRM records and call activitiesβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Updates tracking worksheet row
Integrate Google Sheets and reporting tools to update the configured worksheet row to log lead intake for auditing.
Google Sheetsor swap with your favorite app
3.Builds names and parses phone
Integrate Formatter by Zapier and data transformation tools to format display names and parse phone values to clean contact fields.
Formatter by Zapieror swap with your favorite app
4.Assigns round robin owner counter
Integrate Storage by Zapier and assignment rules tools to increment a counter and select the next owner to distribute leads fairly.
Storage by Zapieror swap with your favorite app
5.Creates person, deal, and call activity
Integrate Pipedrive and CRM workflow tools to find or create the person, create the deal, and schedule an owner call activity.
Pipedriveor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, 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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