1.Catches new submission details
Integrate Jotform and form parsing tools to extract submission answers and metadata to centralize lead data.
Create CRM deal and tasks from form leads
Automatically extract new submission details across Jotform and Pipedrive. Create organization and contact, then create deals and due-today tasks when new lead submission arrives, form answers land, or submission metadata updatesβso you can protect sales follow-up and avoid manual CRM entry.
How this automation builds CRM records from form leads
When new submissions arrive without structured CRM records, leads can stall and deals lose momentum. This automation extracts form data and builds organization, contact, and deal records plus due-today tasksβso you can respond fast.
Jotformor swap with your favorite app
2.Resolves the assigned owner
Integrate Formatter by Zapier and lookup tools to resolve an owner ID to route records to the right owner.
Formatter by Zapieror swap with your favorite app
3.Creates an organization record
Integrate Pipedrive and address mapping tools to create the organization to store company details.
Pipedriveor swap with your favorite app
4.Creates a person record
Integrate Pipedrive and contact fields to create the person to capture lead contact methods.
5.Creates deal and due-today task
Integrate Pipedrive and activity tracking to create the deal and due-today activity to schedule follow-up.
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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.
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Rishi Shah, CEO and Co-Founder
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