1.Catches hook intake payload
Integrate Webhooks by Zapier to capture the intake payload and route it into Pipedrive contact processing.
Create and update CRM contacts from form data
Automatically monitor intake payloads across Webhooks by Zapier and Pipedrive. Create and update when intake payload arrives, form submission posts, or system intake submission comes inβso you can create or update contact records, assign CRM owners, and link co-applicants without manual data entry.
How this automation keeps your CRM contacts up to date
When intake payloads arrive without automation, contact records can get missed and fall out of sync. This automation catches submissions, finds or creates Pipedrive contacts, and updates person records and co-applicant linksβso your team can keep outreach-ready contacts.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates person
Integrate Pipedrive to match by email and create or update the primary person record with mapped fields.
Pipedriveor swap with your favorite app
3.Checks for primary borrower data
Integrate Filter by Zapier to continue only when primary borrower submission data is present for accuracy.
Filter by Zapieror swap with your favorite app
4.Updates borrower person record
Integrate Pipedrive and Paths by Zapier to update the found borrower contact with phone, email, name, and DOB.
Paths by Zapieror swap with your favorite app
5.Finds or creates co-borrower
Integrate Pipedrive to match the co-borrower by co-borrower email and create the co-borrower record if needed.
6.Updates co-applicant references
Integrate Pipedrive to update both records with co-applicant linkage so each contact lists the other.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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