1.Captures new form submission fields
Integrate HubSpot and CRM mapping tools to capture submission fields and map lead details to your workflow.
Create CRM organization, contact, and deal from form
Automatically capture new form submissions across HubSpot and Pipedrive. Create and update CRM records when submissions land, normalize consent flags, and generate deal notesβso you can reduce data entry and misrouting without manual paperwork.
How this automation creates complete CRM leads
When new form submissions arrive and lead details stay scattered, response delays can cost pipeline. This automation captures submission fields, normalizes consent, and creates organization and person records and deals with notesβso your team can follow up faster.
HubSpotor swap with your favorite app
2.Normalizes consent flag
Integrate Code by Zapier and consent logic tools to normalize marketing preference into a consent boolean and label for storage.
Code by Zapieror swap with your favorite app
3.Finds or creates organization
Integrate Pipedrive and address matching tools to find or create the organization by company name and postcode.
Pipedriveor swap with your favorite app
4.Finds or creates person and links
Integrate Pipedrive and contact matching tools to create or update the person and attach them to the organization.
5.Creates deal and adds intake note
Integrate Pipedrive and workflow notes tools to create the deal, add the intake note, and trigger follow-up when qualifying.
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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.
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