1.Normalizes submitted name and email
Integrate Formatter by Zapier and data cleaning tools to parse and normalize the name, and to map cleaned fields to contact data.
Create CRM contacts and subscribe web leads to list
Automatically capture new form submissions across Squarespace Forms, Formatter by Zapier, Pipedrive, and Mailchimp. Add and organize CRM leads and subscribers when form submissions arrive, emails are submitted, or contact details completeβso you can create records, enrich pipeline context, and grow nurture lists without manual CRM data entry.
How this automation creates complete CRM leads
When new form submissions land, data can stall and leads get missed during manual entry. This automation parses fields, creates organization, person, and lead records, and adds email subscribers to Mailchimpβso your team can follow up fast.
Formatter by Zapieror swap with your favorite app
2.Creates an organization record
Integrate Pipedrive, CRM organization tools, and pipeline setup to create organization records and set owner and visibility.
Pipedriveor swap with your favorite app
3.Creates a person record
Integrate Pipedrive, contact data tools, and identity linking to create the person record, map primary email, and link to the organization.
4.Creates a lead deal
Integrate Pipedrive and lead tracking tools to create the lead record, pin the submission message note, and apply the lead label.
5.Adds or updates the subscriber
Integrate Mailchimp and email list tools to add or update the subscriber, store merge fields, and tag web form source.
Mailchimpor 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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