1.Detect new lead form submission
Integrate Tilda Publishing and lead capture forms to detect new PDF-download leads for CRM intake.
Create CRM deal from PDF lead and alert sales
Automatically capture new lead form submissions across Tilda Publishing and Pipedrive. Create and update CRM and marketing records when PDF leads download, UTM campaigns route, or contact details appear β so you can create deals, log lead notes, and alert sales without manual data entry.
How this automation accelerates your same-day outreach
When a PDF-download lead arrives, delayed entry can slow follow-up and reduce conversion. This automation creates CRM people and deals, attaches deal notes, and syncs lead details to marketing and Slackβso your team can act fast.
Tilda Publishingor swap with your favorite app
2.Creates person and open deal
Integrate Pipedrive and CRM pipeline tools to create a person record and an open deal with mapped fields.
Pipedriveor swap with your favorite app
3.Attaches a note to the deal
Integrate Pipedrive and CRM note templates to add a searchable note with contact links and lead referer.
4.Adds marketing reporting row
Integrate Google Sheets and reporting tools to add a row for lead capture and marketing tracking.
Google Sheetsor swap with your favorite app
5.Adds or updates subscriber
Integrate Mailchimp and contact list tools to add or update subscriber status and apply the PDF download tag.
Mailchimpor swap with your favorite app
6.Posts a new deal alert
Integrate Slack and team messaging tools to post a concise alert with the deal link for immediate rep visibility.
Slackor 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
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.
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