1.Detect new intake record
Integrate Zapier Tables to catch new rows in your on-site intake table and trigger downstream CRM creation.
Create CRM person and deal from onsite entry
Automatically monitor new record intake rows across Zapier Tables and sync validated contacts and deals into Pipedrive. Create and update when table rows arrive, emails match, or note text is presentβso you can create contacts, open deals, and log deal notes without manual data entry.
How this automation accelerates your CRM pipeline
When new on-site entries come in, delay can stall follow-up and revenue opportunities. This automation turns each intake row into a person, creates an open deal, and optionally adds a pinned noteβso your team can act fast.
Zapier Tablesor swap with your favorite app
2.Find or increment order counter
Integrate Zapier Tables to look up a configured reference value and map the counter to an order reference field.
3.Create CRM person
Integrate Pipedrive to create a person and map name, email, phone, and address pieces to the contact record.
Pipedriveor swap with your favorite app
4.Create open deal
Integrate Pipedrive to create an open deal in the configured pipeline and stage, linking the person ID and custom fields.
5.Create pinned deal note
Integrate Pipedrive to create a note pinned to the newly created deal when submission notes are present.
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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.
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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