1.Catch incoming message webhook
Integrate Webhooks by Zapier and request payload handling to receive inbound messages and start message logging.
Log inbound messages to CRM and send reply
Automatically capture inbound customer messages across Webhooks by Zapier and your messaging tools—then enrich each one with Typeform context. Create replies, post team visibility, and log CRM notes when an incoming message webhook arrives, phone lookup data is present, or a matching deal is identified—so you can reply faster and avoid manual CRM updates.
How this automation accelerates follow-up and preserves CRM context
When an incoming message arrives but CRM notes and replies lag, context gets lost and deals stall. This automation captures the message via Webhooks by Zapier, enriches it, generates and delivers a reply, then posts Slack visibility and creates a Pipedrive note—so your team can respond consistently.
Webhooks by Zapieror swap with your favorite app
2.Lookup response context
Integrate Typeform and form lookup tools to enrich messages with submission context and contact field values.
Typeformor swap with your favorite app
3.Generate reply in chatbot
Integrate Zapier Chatbots and AI response generation to create a short reply from the message and lookup context.
Zapier Chatbotsor swap with your favorite app
4.Send reply via messaging flow
Integrate Hilos and messaging flows to deliver the chatbot response to the customer using your configured flow.
Hilosor swap with your favorite app
5.Post summary to team channel
Integrate Slack and team chat updates to share a message preview and reply with your configured channel.
Slackor swap with your favorite app
6.Find deal and create note
Integrate Pipedrive and CRM note creation to find the matching deal by phone and log the reply details.
Pipedriveor swap with your favorite app
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Explore all activity logging automations
Capture complete sales records with automated email logging, meeting logging, and call logging
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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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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
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