1.Detect new form submission
Integrate Typeform, form capture tools, and analytics tools to detect each new booking entry and start the automation.
Create CRM lead and notify sales for bookings
Automatically capture new form submissions across Typeform, Pipedrive, Google Sheets, and Microsoft Outlook. Create and update when bookings are submitted, enquiry type changes, or emails map successfullyβso you can pin enquiry notes, log lead rows, and confirm recipients without manual data entry.
How this automation logs every booking to your CRM
When form submissions land in Typeform, delays can create messy CRM records and stale lead tracking. This automation delays and formats details, attaches full enquiries to the right deal and person, adds a master sheet row, and notifies internal and customer recipientsβso your team can act fast.
Typeformor swap with your favorite app
2.Wait before processing
Integrate Delay by Zapier, scheduling tools, and payload handling to wait 2 minutes while preserving the submission payload.
Delay by Zapieror swap with your favorite app
3.Format submission timestamp
Integrate Formatter by Zapier, mapping tools, and reporting systems to format the submission timestamp for clean logging.
Formatter by Zapieror swap with your favorite app
4.Attach enquiry note to deal
Integrate Pipedrive, CRM matching tools, and note management to find the deal by title, create and pin the full enquiry note, and update person marketing status.
Pipedriveor swap with your favorite app
5.Add row to master lead sheet
Integrate Google Sheets, spreadsheet tools, and data validation to add lead details into your configured worksheet columns.
Google Sheetsor swap with your favorite app
6.Send internal and customer emails
Integrate Microsoft Outlook, email templating, and team notification tools to send internal alerts and confirmation emails to the customer.
Microsoft Outlookor swap with your favorite app
Automate your work, your way
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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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