1.Monitors new form entry
Integrate WPForms and form-to-CRM mapping to catch the contact form submission and trigger downstream CRM creation.
Create CRM leads from contact forms with account mapping
Automatically monitor new form submissions across WPForms and Pipedrive. Create and update CRM records when form entries include company details or when submitter details matchβso you can link accounts, create contacts, and open leads without manual data entry.
How this automation creates CRM leads from contact forms
When a new contact form entry arrives, leads can stall and context gets lost in manual copying. This automation catches submissions, finds or creates the linked organization and person, and creates the CRM leadβso your team can follow up with complete prospect context.
WPFormsor swap with your favorite app
2.Finds or creates organization
Integrate Pipedrive and data mapping tools to find matching organizations and create one when no exact name match exists.
Pipedriveor swap with your favorite app
3.Finds or creates person
Integrate Pipedrive and contact databases to match submitters by email and create a new person when needed.
4.Creates lead deal
Integrate Pipedrive and sales CRM workflows to create a lead linked to the person and organization with submission notes.
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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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