1.Monitors new form submissions
Integrate Squarespace Forms to receive the new form submission and map intake fields to the automation payload.
Squarespace Formsor swap with your favorite appCreate CRM deals and owner tasks from forms
Automatically capture new form submissions across Squarespace Forms and map inquiry details to CRM objects using Google Sheets and Pipedrive. Create deals and notes, assign the right owner, and notify with tasks using Textline, so you can skip manual data entry, routing, and follow-up.
How this automation accelerates deal follow-up from forms
When new form submissions land in Squarespace Forms, delays can stall outreach and leave pipeline updates incomplete. This automation receives submissions, looks up owners, creates or finds people, and creates deals with notes plus owner alerts and follow-up tasksβso your team can respond without manual entry and coordination.
2.Looks up owner row
Integrate Google Sheets and reporting systems to look up the owner and return an owner id or fallback value.
Google Sheetsor swap with your favorite app
3.Finds or creates person
Integrate Pipedrive and CRM data tools to match by email and create a person when no match exists.
Pipedriveor swap with your favorite app
4.Creates deal and note
Integrate Pipedrive and CRM record tracking to create the deal, set pipeline and stage, and add a deal note.
5.Sends SMS to owner
Integrate Textline and messaging tools to alert the assigned owner with a short SMS and deal link.
Textlineor swap with your favorite app
6.Creates owner activity
Integrate Pipedrive and task management tools to create an owner activity with a follow-up checklist and due time.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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