1.Monitor incoming form payloads
Integrate Webhooks by Zapier and form intake endpoints to receive raw payloads and forward the raw body for parsing.
Create CRM deals from website form submissions for sales review
Automatically capture form payloads across Webhooks by Zapier, Code by Zapier, Filter by Zapier, and Pipedrive. Create and update when form payload arrives or hook receives data or submissions hit endpointβso you can create organizations, upsert people and deals, and attach deal notes without manual data entry.
How this automation creates deals from website submissions
When form submissions arrive with raw details, delays can leave pipeline untracked. This automation parses the payload, filters qualifying requests, and creates organizations, people, and deals in Pipedriveβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Parse and normalize submission data
Integrate Code by Zapier and data formatting tools to extract and normalize name, email, phone, organization, and message.
Code by Zapieror swap with your favorite app
3.Continue only for qualifying submissions
Integrate Filter by Zapier and validation logic to continue only when parsed name exists for clean CRM entries.
Filter by Zapieror swap with your favorite app
4.Find or create organization records
Integrate Pipedrive and CRM relationship mapping to find an organization by name and create it when missing.
Pipedriveor swap with your favorite app
5.Create deals with attached notes
Integrate Pipedrive and CRM record updates to create or update people, create deals, and store the submission message as a note.
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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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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