1.Monitors new form entries
Integrate Typeform and form submission mapping to create structured CRM-ready contact data from quote fields.
Create CRM deal and log leads from quote form
Automatically monitor new quote form entries across Typeform, Webhooks by Zapier, Code by Zapier, Pipedrive, Google Sheets, and Facebook Conversions. Automatically create and enrich CRM people and deals when submissions arrive, and send conversion events so you can protect data quality, speed lead follow-up, and capture context without manual entry.
How this automation creates CRM deal context from quotes
When new quote entries arrive, manual data entry can leave leads unassigned or incomplete in the CRM. This automation enriches submission fields, creates or updates people and deals in Pipedrive, logs the lead in Google Sheets, and sends server-side conversion eventsβso your team can follow up with context.
Typeformor swap with your favorite app
2.POSTs phone lookup request
Integrate Webhooks by Zapier and phone lookup services to normalize phone numbers and capture region data.
Webhooks by Zapieror swap with your favorite app
3.Transforms submission data
Integrate Code by Zapier and data transformation tools to normalize phone, split names, and map product codes to outputs.
Code by Zapieror swap with your favorite app
4.Finds or creates person then deal
Integrate Pipedrive and CRM records to match by phone, create people, and generate deals with notes and owners.
Pipedriveor swap with your favorite app
5.Appends worksheet row
Integrate Google Sheets and spreadsheet logging to record submission date, source details, deal id, and phone.
Google Sheetsor swap with your favorite app
6.Sends server-side lead event
Integrate Facebook Conversions and conversion event tools to transmit hashed identifiers and allowed phone data.
Facebook Conversionsor 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
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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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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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.
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