1.Captures new form entry
Integrate Typeform and intake form tools to trigger CRM capture from each new submission entry.
Create CRM person and deal from intake form
Automatically monitor new Typeform entries across Typeform, Formatter by Zapier, Pipedrive, and Email by Zapier. Create and update when responses submit, emails are present, or answers qualifyβso you can format CRM fields, upsert people, and create deals and notes without manual data entry.
How this automation creates CRM people and deals
When new Typeform entries arrive, manual data entry can delay lead response and split details across tools. This automation captures submissions, formats fields, upserts people, creates deals with summary notes, and notifies the ownerβso your team can act on each intake immediately.
Typeformor swap with your favorite app
2.Formats submission and birthdate
Integrate Formatter by Zapier and data formatting tools to format submission and birthdate fields before CRM updates.
Formatter by Zapieror swap with your favorite app
3.Finds person by email then name
Integrate Pipedrive and CRM lookup tools to search by respondent email and fallback to name for a person ID.
Pipedriveor swap with your favorite app
4.Creates or updates person record
Integrate Pipedrive and CRM field mapping tools to create or update contact fields, including formatted date properties.
5.Creates deal and pinned summary note
Integrate Pipedrive and deal records to create a deal in the pipeline and pin a structured questionnaire summary.
6.Notifies owner with links
Integrate Email by Zapier and notification tools to send the configured owner a message with person and deal links.
Email by Zapieror 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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