1.Catches webhook submissions
Integrate Webhooks by Zapier and form field mapping to capture enquiry details and route them into validation and CRM steps.
Create CRM deal from website enquiry and update contact
Automatically monitor website enquiry submissions across Webhooks by Zapier, Formatter by Zapier, Pipedrive, and Code by Zapier. Create and update when enquiry submissions arrive, phone data is present, or match results returnβso you can create contact records, link deals, and attach CRM notes without manual data entry.
How this automation creates prioritized CRM deals
When incoming form submissions land in your system, follow-up can stall and CRM entries get missed. This automation formats phone numbers and matches contacts and creates or updates deals and CRM notesβso your team can prioritize replies quickly.
Webhooks by Zapieror swap with your favorite app
2.Formats and validates phone
Integrate Formatter by Zapier and phone validation tools to normalize the raw phone number for reliable contact matching.
Formatter by Zapieror swap with your favorite app
3.Finds existing person
Integrate Pipedrive and CRM lookup workflows to search contacts by email first, then by formatted phone.
Pipedriveor swap with your favorite app
4.Chooses match logic
Integrate Code by Zapier and lightweight rules logic to select the preferred person id and match source.
Code by Zapieror swap with your favorite app
5.Creates person and deal with note
Integrate Pipedrive and CRM record workflows to create or update the person, create or link the deal, and add a note.
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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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