1.Monitors new submission payload
Integrate Fillout Forms and lead capture forms to receive the submission payload and map key fields to the workflow.
Add qualified demo submissions to CRM and notify owners
Automatically capture new demo submissions across Fillout Forms and sales tools. Create and update CRM records, route qualified leads to the right owners, and notify owners instantly when demo submissions arrive, demo requests get submitted, or qualified submissions pass filtersβso you can prevent manual data entry, reduce missed leads, and keep follow-up on time without manual data entry.
How this automation accelerates your demo lead follow-up
When new demo submissions hit your inbox, unqualified entries can waste time and qualified leads can get missed. This automation validates submissions, writes qualified records to Pipedrive, and notifies owners in Slackβso your team can follow up fast and keep CRM entries accurate.
Fillout Formsor swap with your favorite app
2.Filters qualifying demo submissions
Integrate Filter by Zapier and validation rules to continue only for qualifying submissions and stop for excluded verticals.
Filter by Zapieror swap with your favorite app
3.Looks up owner by region
Integrate Google Sheets and reporting sheets to lookup owner assignment by the submission country or region.
Google Sheetsor swap with your favorite app
4.Creates or updates CRM records
Integrate Pipedrive and CRM record workflows to create or update organization and person records with matched owner data.
Pipedriveor swap with your favorite app
5.Sends owner lead alert
Integrate Slack and team chat channels to send a concise lead alert with mapped fields and a CRM record link.
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.
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