1.Captures form submission
Integrate CallRail and reporting systems to trigger on form captured submissions with submission ID to capture intake fields.
Create CRM deals from inbound call form submissions
Automatically watch CallRail form captured submissions across CallRail, Formatter by Zapier, and Pipedrive. Create and update when submissions include an email, phone number, or new intake dataβso you can create person records, open deals, and attach contextual notes without manual entry.
How this automation accelerates your deal intake
When call form submissions happen, missing CRM context can slow outreach and waste sales time. This automation normalizes intake data and creates CRM records and notesβso your team can take action immediately.
CallRailor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier and data cleanup tools to format phone numbers and clean email fields to map normalized values.
Formatter by Zapieror swap with your favorite app
3.Finds or creates a person
Integrate Pipedrive and CRM contact matching to search by email and create a new person to map source name and contact details.
Pipedriveor swap with your favorite app
4.Creates a new deal
Integrate Pipedrive and pipeline management tools to create a new deal in the configured pipeline and stage to map deal owner and details.
5.Adds a contextual note
Integrate Pipedrive and CRM notes to add the form message and details as a note attached to the deal and person to preserve context.
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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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