1.Detects new form submission
Integrate Ninja Forms and form intake tools to detect new submissions and trigger follow-up activity creation.
Create same-day follow-up activity from web form submissions
Automatically monitor new form submissions across Ninja Forms and Pipedrive. Create same day follow up activities and link them to open deals and due datesβso you can eliminate manual follow-up.
How this automation creates same-day follow-ups
When new form submission arrives, follow ups can fall behind and lead opportunities slip. This automation finds people and open deals, then creates activities and due datesβso you can respond faster without logging manually.
Ninja Formsor swap with your favorite app
2.Find or create person
Integrate Pipedrive and contact matching tools to find or create a person so you can assign ownership.
Pipedriveor swap with your favorite app
3.Searches for open deals
Integrate Webhooks by Zapier and CRM query tools to search for open deals so you can link the right activity.
Webhooks by Zapieror swap with your favorite app
4.Branches on deal results
Integrate Paths by Zapier and decision logic to branch when deals exist or do not exist so activity routing stays accurate.
Paths by Zapieror swap with your favorite app
5.Calculates due date
Integrate Formatter by Zapier and date tools to calculate the next business day due date to set activity timing.
Formatter by Zapieror swap with your favorite app
6.Creates lead and activity
Integrate Pipedrive and CRM record tools to create activity records or lead and activity so follow-ups are logged for the owner.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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Rishi Shah, CEO and Co-Founder
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