1.Detect new lead via funnel
Integrate Perspective and form automation tools to detect incoming funnel submissions and pass the submission payload forward.
Create CRM lead from funnel and notify sales
Automatically monitor new lead via funnel submissions across Perspective, Pipedrive, and Facebook Conversions. Create and update when new submissions arrive or contacts need deduping or conversion events are readyβso you can create CRM leads, push conversion data, and notify sales without manual reporting.
How this automation creates CRM leads fast
When a new lead via funnel submission comes in, manual data entry slows follow-up and increases missed opportunities. This automation formats lead fields, creates or dedupes CRM records, sends conversion events, and notifies your sales channelβso your team can respond quickly.
Perspectiveor swap with your favorite app
2.Normalize phone and timestamp
Integrate Formatter by Zapier and data formatting tools to map phone to formatted phone and set submission timestamps.
Formatter by Zapieror swap with your favorite app
3.Find or create a person
Integrate Pipedrive and CRM deduping tools to search by email and fallback to phone, then create the person if needed.
Pipedriveor swap with your favorite app
4.Create a lead record
Integrate Pipedrive and CRM workflows to create leads, assign the configured owner, and map submission fields into custom fields.
5.Send lead conversion event
Integrate Facebook Conversions and tracking tools to send conversion payloads using lead identifiers, email, and formatted phone.
Facebook Conversionsor swap with your favorite app
6.Notify sales channel
Integrate Slack and team messaging to post a summary to your sales channel so reps can follow up rapidly.
Slackor swap with your favorite app
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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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