1.Captures each new entry
Integrate Typeform and form capture tools to extract timestamps and response fields to trigger CRM follow-up.
Create new CRM deals and contacts from forms
Automatically monitor new form entries across Typeform and CRM tools. Create and update when Typeform submissions are normalizedβso you can normalize contact fields, link or create contacts, and create deals without manual CRM entry.
How this automation creates CRM deals and contacts fast
When new form submissions arrive, delays can force reps to reenter details and miss follow-up timing. This automation normalizes submission data, finds or creates contacts, and creates deals in Pipedriveβso your team can respond without manual CRM entry.
Typeformor swap with your favorite app
2.Normalizes submission fields
Integrate Formatter by Zapier and text transformation tools to standardize name, email, and ID fields to improve match accuracy.
Formatter by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive and CRM search tools to look up an existing person ID by normalized email to reuse contact records.
Pipedriveor swap with your favorite app
4.Creates person when missing
Integrate Pipedrive and contact management tools to create a new person record when no match is found to ensure every lead has a contact.
5.Creates a linked deal
Integrate Pipedrive and deal tracking tools to create a deal tied to the person and set pipeline stage to start intake follow-up.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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
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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.
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