1.Monitors new form responses
Integrate Google Forms and form submission tracking to capture incoming inquiry details to start CRM creation.
Create CRM deal and contact from form response
Automatically convert Google Forms new form responses into mapped CRM contacts and deals across Google Forms, Formatter by Zapier, Code by Zapier, Google Sheets, and Pipedrive. Create and update when form response arrives, location codes map, or owner lookup resolvesβso you can create contacts, assign deal owners, and log audit rows without manual data entry.
How this automation creates CRM records and preserves audit trails
When new form responses arrive, delays can break handoffs and leave owner assignments unclear. This automation maps location and source codes and creates people and deals while logging every submission for reviewβso your team can stay pipeline ready.
Google Formsor swap with your favorite app
2.Maps location and channel codes
Integrate Formatter by Zapier and lookup tables to map submitted location and lead source fields to internal codes for routing.
Formatter by Zapieror swap with your favorite app
3.Selects worksheet and formula
Integrate Code by Zapier and spreadsheet helpers to read mapped location codes and output target worksheet details for downstream use.
Code by Zapieror swap with your favorite app
4.Finds owner id for assignment
Integrate Google Sheets and configuration worksheets to look up the worksheet row and return the owner id to assign deals.
Google Sheetsor swap with your favorite app
5.Creates person and deal
Integrate Pipedrive and CRM records to find or create a person and create a deal with mapped fields and owner.
Pipedriveor swap with your favorite app
6.Adds audit row to worksheet
Integrate Google Sheets and audit logging to append submission and code outputs so you can troubleshoot without chasing 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
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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