1.Receives new submission
Integrate Jotform, form processing tools, and attachment handling to ingest submission payloads and map contact fields.
Create CRM leads and deals from contact form
Automatically convert new contact form submissions into enriched CRM person and deal records across Jotform, Formatter by Zapier, and Pipedrive. Create and link organizations, update contacts, and open deals when new submissions, company details provided, or product interest capturedβso you can reduce manual data entry and speed follow-up.
How this automation creates CRM leads and deals
When a new contact form submission arrives, manual entry can delay outreach and weaken lead attribution. This automation maps form fields to CRM IDs, searches and upserts people and organizations, and creates deals with product and territory contextβso your team can follow up faster.
Jotformor swap with your favorite app
2.Transforms fields into ID codes
Integrate Formatter by Zapier, lookup tables, and data mapping to translate roles, regions, and product interests into CRM IDs.
Formatter by Zapieror swap with your favorite app
3.Searches organization by company
Integrate Pipedrive, CRM records, and company matching to search organizations and create one when no match is found.
Pipedriveor swap with your favorite app
4.Searches person by email
Integrate Pipedrive and CRM person records to match contacts by email and update phone and title or create a new person.
5.Creates a new linked deal
Integrate Pipedrive, deal records, and submission notes to create deals linked to the person and organization with product and territory.
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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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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