1.Detect new form entry
Integrate WPForms and form capture tools to watch for each new enquiry form entry.
Create CRM lead and deal from enquiry form
Automatically monitor WPForms new form entries across CRM management tools. Create CRM organizations, contacts, and deals, and notify stakeholders so you can respond to enquiries without manual data entry.
How this automation creates CRM leads and deals
When new partnership enquiries land in a form inbox, leads can stall and deal ownership can get missed. This automation sends notifications, finds owner mapping, creates CRM organizations and contacts, and logs a deal with notesβso your team can act fast.
WPFormsor swap with your favorite app
2.Send internal notification
Integrate Microsoft Outlook and email templates to send an internal alert with form fields in the subject and body.
Microsoft Outlookor swap with your favorite app
3.Find record for owner mapping
Integrate Zapier Tables and lookup tools to find the region or owner mapping from the form region or state value.
Zapier Tablesor swap with your favorite app
4.Find or create organization
Integrate Pipedrive and CRM data tools to search by organization name and create a new organization if absent.
Pipedriveor swap with your favorite app
5.Create person, deal, and note
Integrate Pipedrive and CRM pipeline tools to create the contact, create the deal in the configured stage, and add a note.
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Explore all CRM data entry automations
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.
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