1.Catches incoming demo submissions
Integrate Webhooks by Zapier and data mapping tools to extract form payload fields and trigger CRM record creation.
Add demo form responses to CRM and notify team
Automatically monitor incoming demo form submissions across Webhooks by Zapier, Pipedrive, and Slack. Create and update CRM records when demo submissions arrive or emails are captured or budget estimates are providedβso you can build organizations, create deals, and notify the team without manual data entry.
How this automation creates demo-ready CRM records
When demo form submissions come in, delays can slow outreach and leave reps without context. This automation captures submission fields, creates organization and contact records, builds deals, and notifies your teamβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates organization
Integrate Pipedrive and CRM data tools to find by organization name or create a new organization with country details.
Pipedriveor swap with your favorite app
3.Finds or creates person
Integrate Pipedrive and lead enrichment tools to find by email or create a new person and link to the organization.
4.Creates a demo deal
Integrate Pipedrive and deal tracking systems to create a deal with mapped budget and reward fields in the demo pipeline stage.
5.Sends lead alert to channel
Integrate Slack and sales notification tools to post a lead alert with company, contact, budget, country, and CRM reference.
Slackor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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
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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
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Jacob Sirrs, Marketing Operations Specialist
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