1.Detect new entry submission
Integrate Typeform and intake form tools to capture core submission fields and trigger downstream CRM record creation.
Create CRM deal from incoming lead form submissions
Automatically capture new lead form entries across Typeform and Pipedrive. Create and update when entries arrive, phone lookups normalize, and stage mapping resolvesβso you can create people, open deals, and attach files without manual data entry.
How this automation creates deals from new leads
When new intake form submissions pile up, reps waste time rebuilding records and chasing attachments. This automation captures Typeform submissions and uses Webhooks, Formatter, and Pipedrive to create or update people, open deals, and attach notes and filesβso your team can act immediately.
Typeformor swap with your favorite app
2.Normalizes phone via lookup
Integrate Webhooks by Zapier and phone normalization services to map the phone number and return normalized metadata.
Webhooks by Zapieror swap with your favorite app
3.Maps product choice to stage
Integrate Formatter by Zapier and lookup tables to convert the clinic or product selection into a CRM stage id.
Formatter by Zapieror swap with your favorite app
4.Find or create person
Integrate Pipedrive and CRM data tools to search by normalized phone and create or update the person with owner.
Pipedriveor swap with your favorite app
5.Create deal, note, and file
Integrate Pipedrive and deal record tools to create the deal, link the person, add notes, and attach submitted files.
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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
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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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