1.Monitor form submission created
Integrate Zapier Forms to capture submitted quote fields to normalize contact and source data.
Create CRM deal and notify sales from form leads
Automatically monitor quote form submissions across Zapier Forms, AI by Zapier, Pipedrive, and Gmail. Create and update when quote form submitted, contact fields captured, or address details parsedβso you can create people records, create deals, and send owner alerts without manual data entry.
How this automation accelerates your deal intake
When form submission created for quotes, delays can slow follow-up and reduce conversion. This automation formats quote data, finds or creates CRM people and deals, and sends internal alert emailsβso you can respond fast.
Zapier Formsor swap with your favorite app
2.Format quote contact and address
Integrate AI by Zapier to transform name and address fields into structured JSON to standardize contact details.
AI by Zapieror swap with your favorite app
3.Find or create person
Integrate Pipedrive to search by email and phone and create a person when needed to unify buyer records.
Pipedriveor swap with your favorite app
4.Create deal for the person
Integrate Pipedrive to create a deal with mapped owner, address, and source to launch a new sales opportunity.
5.Send internal alert email
Integrate Gmail to send a short internal alert with deal link and key fields to speed up intake follow-up.
Gmailor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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