1.Captures new response submission
Integrate Heyflow and intake form tools to capture submission fields and pass contact and deal references to the enrichment flow.
Update deal with intake responses for faster follow-up
Automatically capture new response intake answers across Heyflow, Formatter by Zapier, and Pipedrive. Create and update when intake submissions arrive, selection labels submit, or deal references are providedβso you can enrich CRM deals, update linked contacts, and fill custom fields without manual follow-up.
How this automation accelerates your follow-up
When new response intake answers arrive, delays can cause outreach to miss the window of intent. This automation captures intake submissions, enriches mapped fields, and updates the linked Pipedrive deal and personβso your team can prioritize outreach faster.
Heyflowor swap with your favorite app
2.Normalizes fields and option IDs
Integrate Formatter by Zapier and data transformation tools to translate selection labels into CRM option IDs and normalize postcode and urgency.
Formatter by Zapieror swap with your favorite app
3.Searches for matching deal
Integrate Pipedrive and CRM record matching tools to search for the deal using the submitted deal reference identifier.
Pipedriveor swap with your favorite app
4.Updates the linked person
Integrate Pipedrive and CRM field mapping tools to update the existing person record linked to the matched deal.
5.Updates the deal custom fields
Integrate Pipedrive and CRM custom fields to set deal address, urgency, and translated option ID fields from normalized results.
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Strengthen CRM records with automated lead enrichment, field updates, and contact routing
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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.
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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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