1.Catches broker enquiry payloads
Integrate Webhooks by Zapier, intake forms, and submission handling tools to receive payloads and capture submission fields.
Create CRM deals and contacts from broker enquiries
Automatically catch broker enquiry payloads across Webhooks by Zapier, Formatter by Zapier, and Pipedrive. Create and update when broker enquiry submitted, submission fields arrive, or submission ID capturedβso you can create deals, match contacts, and log intake notes without manual data entry.
How this automation creates CRM deals from enquiries
When broker enquiry payloads come in, delayed entry can leave deals unclaimed and leads uncontacted. This automation captures submissions, formats lead details, and creates Pipedrive people, organizations, deals, and intake notesβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Formats phone and looks up segments
Integrate Formatter by Zapier, phone normalization tools, and lookup helpers to format phone numbers and produce location codes.
Formatter by Zapieror swap with your favorite app
3.Finds or creates person records
Integrate Pipedrive, contact matching tools, and CRM data mapping to match by email and create or update person records.
Pipedriveor swap with your favorite app
4.Finds or creates organizations
Integrate Pipedrive, organization matching tools, and CRM attributes to match by organization name and create org records.
5.Creates deal and intake note
Integrate Pipedrive, deal creation tools, and note formatting to create pipeline deals and attach intake notes.
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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.
Raphael Bochner, Founder and CIO
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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
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Jacob Sirrs, Marketing Operations Specialist
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