1.Triggers on new submission row
Integrate PostgreSQL and data tables to pull submission details and extract core contact fields to standardize lead records.
Create CRM contact and deal from website submission
Automatically monitor new website submission rows in Postgresql and normalize core details across Formatter by Zapier and Code by Zapier. Create CRM contacts and open deals in Pipedrive when submissions arrive or key fields are missingβso you can reduce manual cleanup, speed follow-up, and keep pipelines up to date without spreadsheets.
How this automation creates CRM contacts and deals
When new website submissions land in a submissions table, delays can cause leads to sit unprocessed. This automation pulls submission data, normalizes fields, and creates a Pipedrive person and dealβso your team can respond immediately.
PostgreSQLor swap with your favorite app
2.Normalizes text and phone
Integrate Formatter by Zapier and formatting tools to normalize text and phone numbers to standardize contact info.
Formatter by Zapieror swap with your favorite app
3.Trims URLs and resolves state
Integrate Code by Zapier and URL utilities to trim landing links and resolve state IDs to improve location accuracy.
Code by Zapieror swap with your favorite app
4.Finds or creates a person
Integrate Pipedrive and CRM contact matching to find by email and create a person to keep records complete.
Pipedriveor swap with your favorite app
5.Creates an open deal
Integrate Pipedrive and sales pipeline tools to create an inbound deal linked to the person to start outreach fast.
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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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