1.Catch new lead submission
Integrate Tilda Publishing and lead form data to capture new submissions and route them into CRM entry.
Create CRM lead and project task from web form
Automatically monitor new lead submissions across Tilda Publishing and push structured CRM updates in Pipedrive. Create and update when lead submitted, email captured, or phone providedβso you can create records, attach context notes, and schedule triage activities without manual data entry.
How this automation creates clean CRM lead intake
When new lead submissions happen, manual CRM entry slows follow-up and risks missing key context. This automation normalizes contact data, finds or creates people and open deals, then logs notes and triage activitiesβso your team can route every lead fast.
Tilda Publishingor swap with your favorite app
2.Normalize phone format
Integrate Formatter by Zapier and data formatting tools to normalize phone fields and prepare them for matching.
Formatter by Zapieror swap with your favorite app
3.Find or create person
Integrate Pipedrive and CRM matching tools to find by normalized phone or email and set owner on create.
Pipedriveor swap with your favorite app
4.Find open deal for person
Integrate Pipedrive and deal searching to locate qualifying open deals for the matched person.
5.Create note and triage activity
Integrate Pipedrive and CRM notes to attach contextual submission details and create triage activity for the owner.
6.Create deal and then note
Integrate Pipedrive and deal creation workflows to create a new deal, then add the note and triage activity.
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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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