1.Catch raw form payload
Integrate Webhooks by Zapier and web form intake tools to parse submission fields and to trigger the lead flow.
Create CRM lead and contact from contact form
Automatically turn incoming form webhook submissions into validated people and pipeline deals across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, and Pipedrive. Create and update when webhook payloads arrive, valid contact fields submit, or phone numbers validateβso you can create contacts, open deals, and attach notes without manual follow-up.
How this automation builds new leads and deals
When form webhook submissions land without validation, leads stall and follow-up slips. This automation catches webhook payloads, validates phone data, and creates linked Pipedrive recordsβso your team can act on each new submission fast.
Webhooks by Zapieror swap with your favorite app
2.Validate and format phone
Integrate Formatter by Zapier and phone normalization tools to validate and format the submitted phone to continue qualification.
Formatter by Zapieror swap with your favorite app
3.Stop when records fail
Integrate Filter by Zapier and validation rules to stop when required contact fields are missing or phone validation fails.
Filter by Zapieror swap with your favorite app
4.Find or create person
Integrate Pipedrive and CRM contact matching to search by email and to create or update the person record.
Pipedriveor swap with your favorite app
5.Find or create deal
Integrate Pipedrive and pipeline deal management to search for an open deal and to create a new deal.
6.Create note on deal
Integrate Pipedrive and CRM notes to attach the submission message and contact summary to the deal and person.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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