1.Catches incoming form submission
Integrate Webhooks by Zapier and submission handling to detect incoming brochure request details for processing.
Create deal and log brochure requests in CRM
Automatically catch brochure request submissions across Webhooks by Zapier, Formatter by Zapier, Pipedrive, and Microsoft Outlook. Create and update CRM records and send confirmations when brochure request submitted, trade request received, or form submission includes emailβso you can create people records, build deals, and log follow-ups without manual data entry.
How this automation accelerates brochure follow-up
When incoming form submission data lands, manual CRM entry causes delays in deal creation and follow-ups. This automation formats source attribution, finds or creates people, creates deals and activities, and sends the brochure emailβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Looks up and normalizes source
Integrate Formatter by Zapier, mapping tables, and enrichment tools to translate the incoming channel into a source label for deal notes.
Formatter by Zapieror swap with your favorite app
3.Finds or creates a person
Integrate Pipedrive and CRM contacts to match by email and create or update the person record fields.
Pipedriveor swap with your favorite app
4.Creates a deal record
Integrate Pipedrive and pipeline setup to create a deal linked to the person with stage and deal notes.
5.Creates a follow-up activity
Integrate Pipedrive and task management tools to create a qualification follow-up with owner and due date.
6.Sends the brochure email
Integrate Microsoft Outlook and email templates to send the brochure message to the submitter with next steps.
Microsoft Outlookor swap with your favorite app
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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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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