1.Captures new form submission
Integrate CliqForms and form field mapping tools to capture submission fields and map them to lead data.
Create CRM deal and calendar appointment from form lead
Automatically capture new form submissions across CliqForms and map fields to CRM-ready data. Create and update when leads request appointments or urgent introductionsβso you can create introducer records, book calendar events, and notify owners without manual data entry.
How this automation creates follow-up-ready CRM data
When new introducer form submissions arrive, missed mapping and delays can block deals and same-day follow-up. This automation captures form data, normalizes and enriches introducers, creates CRM deals, books appointments, and notifies ownersβso your team can act immediately.
CliqFormsor swap with your favorite app
2.Normalizes and formats appointment data
Integrate Formatter by Zapier and data transformation tools to normalize consent text, extract domains, and format event start and end.
Formatter by Zapieror swap with your favorite app
3.Finds or creates introducer record
Integrate Zapier Tables and database lookup tools to match introducers by domain and to create missing records.
Zapier Tablesor swap with your favorite app
4.Finds person and creates deal
Integrate Pipedrive and CRM record tools to match persons by email, create deals, set owner, and attach lead notes.
Pipedriveor swap with your favorite app
5.Creates calendar event for appointment
Integrate Google Calendar and scheduling tools to create an event from requested start and end times.
Google Calendaror swap with your favorite app
6.Sends owner deal and booking alert
Integrate Gmail and notification tools to alert the assigned owner with deal and appointment context.
Gmailor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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.
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