1.Captures new lead submissions
Integrate WhatConverts, form intake tools, and scheduling data to trigger person and audience creation from new leads.
Create CRM person and add to nurture audience
Automatically create CRM people from new lead submissions across WhatConverts, Pipedrive, and Mailchimp. Create and update when lead submitted, appointment booked, or web form completedβso you can create people, log deals, and add nurture subscribers without manual follow-up.
How this automation turns new leads into nurture-ready contacts
When new leads come in through web forms or appointments, delays can slow outreach and reduce conversions. This automation creates a Pipedrive person, creates a lead deal, and adds the contact to Mailchimp as a tagged subscriberβso your team can act fast.
WhatConvertsor swap with your favorite app
2.Creates CRM person record
Integrate Pipedrive, CRM fields mapping, and contact routing to create person records for lead follow-up.
Pipedriveor swap with your favorite app
3.Creates lead deal record
Integrate Pipedrive, pipeline stages, and deal mapping to create lead deals and assign them to the owner.
4.Adds or updates subscriber
Integrate Mailchimp, email tagging, and merge fields to add or update subscribers in the nurture audience.
Mailchimpor swap with your favorite app
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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.
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