1.Detect new response
Integrate Heyflow and form capture tools to detect new response submissions and route them for matching.
Create qualified CRM lead and assign sales owner
Automatically match each new response across Heyflow and Google Sheets. Create and update CRM records when submissions include email, phone, or campaign metadataβso you can create persons, open deals, and notify teams without manual data entry.
How this automation accelerates your rep handoff
When new responses arrive without consistent owner assignment, leads stall and reps lose time. This automation pulls weighted distribution data, runs assignment logic, and creates CRM persons and deals while sending Slack summariesβso your team can act immediately.
Heyflowor swap with your favorite app
2.Build weighted assignment table
Integrate Google Sheets and distribution worksheets to pull configured distribution rows for weighted owner assignment.
Google Sheetsor swap with your favorite app
3.Run owner assignment logic
Integrate Code by Zapier and assignment rules to pick an owner and map channel labels for routing.
Code by Zapieror swap with your favorite app
4.Find or create CRM person
Integrate Pipedrive and contact matching tools to match by email and create a new person if needed.
Pipedriveor swap with your favorite app
5.Create inquiry deal
Integrate Pipedrive and CRM fields to create a deal, set the inquiry stage, and assign the owner id returned.
6.Send lead summary to channel
Integrate Slack and team communication tools to post an assigned lead summary with call extension and quick links.
Slackor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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