1.Catches new entry submission
Integrate Cognito Forms and form processing tools to watch for new entry submissions and trigger CRM data creation.
Create and update CRM records from form submissions
Automatically detect new entry form submissions across Cognito Forms, Formatter by Zapier, and Pipedrive. Create and update linked CRM organization, contact, and deal records when new form entry, fundraising flag appears, or a deal reference is providedβso you can prevent manual data entry, speed up triage, and attach the submitted document without paperwork.
How this automation protects your CRM workflow
When new entries arrive, delayed CRM updates create missed follow-ups and stalled handoffs. This automation normalizes fields and finds deals, then creates and updates organization, person, and deal records while attaching the submissionβso your team can triage faster.
Cognito Formsor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and data formatting tools to format dates and compute fields for CRM-ready mappings.
Formatter by Zapieror swap with your favorite app
3.Finds existing deal by reference
Integrate Pipedrive and CRM search tools to find an existing deal by submitted reference and continue on miss.
Pipedriveor swap with your favorite app
4.Creates or updates organization
Integrate Pipedrive and address lookup tools to create or update organizations and set the primary address.
5.Creates or updates person
Integrate Pipedrive and contact matching tools to create or update persons and link them to the organization.
6.Updates deal and adds handoff
Integrate Pipedrive and file handling tools to create or update deals, attach the document, and add review activity and notes.
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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
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Allen Lai, Head of Customer Experience
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