1.Monitor new entry submissions
Integrate Typeform and form workflows to trigger when new entries are submitted for deal intake.
Create deal record and notify owner from form
Automatically capture new Typeform entries across Gmail, Pipedrive, Slack, and Google Sheets. Get notifications, create or update CRM deals, and message owners when financing request submissions are received, form entries are captured, or deal matches failβso you can eliminate manual data entry.
How this automation creates deal records faster
When financing request forms keep arriving across inboxes, delays can stall deal creation and owner follow-up. This automation captures Typeform submissions, finds or creates deals, notifies the owner, and appends a reporting rowβso your team can move without manual CRM entry.
Typeformor swap with your favorite app
2.Sends internal financing notification
Integrate Gmail and email templates to send internal notification emails with submission summaries for faster triage.
Gmailor swap with your favorite app
3.Finds or creates CRM deals
Integrate Pipedrive and CRM data matching tools to find or create deal records based on submitted property details.
Pipedriveor swap with your favorite app
4.DMs the assigned deal owner
Integrate Slack and messaging tools to send direct messages to the assigned owner with the submission summary and deal link.
Slackor swap with your favorite app
5.Appends a row to reporting
Integrate Google Sheets and reporting systems to add a row with timestamp, property details, and owner for bookkeeping.
Google Sheetsor 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.
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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