1.Catches new submission intake
Integrate Formstack and data mapping tools to map submission fields and uploaded documents to intake records.
Create new company, contact, and deal from application form
Automatically monitor new application submissions across Formstack and Pipedrive. Create and update CRM records when applications arrive, so you can capture company details, contact info, and deal intake notes without manual data entry.
How this automation creates CRM intake bundles
When new submissions arrive in Formstack but CRM stays unfilled, outreach slows and leads get missed. This automation catches submissions and maps fields and then creates organizations, people, deals, and pinned notesβso your team can qualify faster.
Formstackor swap with your favorite app
2.Creates organization from fields
Integrate Pipedrive and CRM data tools to create or match an organization using company identifiers and business activity.
Pipedriveor swap with your favorite app
3.Creates person and association
Integrate Pipedrive and contact data tools to create or match a person by email and associate it to the organization.
4.Creates deal and pinned note
Integrate Pipedrive and file link tools to create a deal in the pipeline and add a pinned note with submission answers.
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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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