1.Catches Hook with lead payload
Integrate Webhooks by Zapier and inbound form intake tools to parse lead payloads and trigger downstream CRM creation.
Create CRM deals and contact records from webhook leads
Automatically catch Hook incoming lead submissions across Webhooks by Zapier, Pipedrive, Odoo ERP Self Hosted, Zapier Tables, and Google Chat. Create and update when deal and contact mapping completesβso you can create deals, log tracking, and notify owners without manual data entry.
How this automation creates CRM deals and accelerates follow-up
When incoming lead submission hits the webhook, missed fields and slow handoffs can reduce conversion chances. This automation creates linked deal and person records, enriches them with notes and contact data, then logs tracking and notifies the teamβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Creates person and deal
Integrate Pipedrive and CRM mapping tools to create person records and deals in your configured pipeline.
Pipedriveor swap with your favorite app
3.Links deal notes to submission
Integrate Pipedrive and note management tools to attach CRM note content to the new deal and person.
4.Creates Odoo contact record
Integrate Odoo ERP Self Hosted and CRM linking tools to create contact records and store the deal URL for lookup.
Odoo ERP Self Hostedor swap with your favorite app
5.Creates tracking row
Integrate Zapier Tables and reporting tools to insert a tracking row with deal and contact identifiers.
Zapier Tablesor swap with your favorite app
6.Sends deal notification message
Integrate Google Chat and team messaging tools to post a summary and deal URL for quick owner action.
Google Chator swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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