1.Detect new submission
Integrate MoreApp and CRM intake tools to capture submission data and trigger downstream CRM record creation.
Create new deal and contact from intake form
Automatically monitor new submission intake across MoreApp and Pipedrive. Create and update when submissions arrive or key fields changeβso you can create organizations, create deals, and schedule review activities without manual data entry.
How this automation creates clean CRM records
When new technical intake submissions arrive, data gaps can slow sales and operations. This automation transforms dates, creates organization and person records, and logs deals and activitiesβso your team can act faster.
MoreAppor swap with your favorite app
2.Transforms submission due date
Integrate Formatter by Zapier and data mapping tools to convert the submission date into a review due date.
Formatter by Zapieror swap with your favorite app
3.Finds or creates organization
Integrate Pipedrive and CRM matching tools to find organizations by company name or tax identifier and create if missing.
Pipedriveor swap with your favorite app
4.Creates person record
Integrate Pipedrive and contact data tools to create a person and attach the submitter to the organization.
5.Creates deal from submission
Integrate Pipedrive and pipeline tools to create a deal with stage, owner, and submitted quoted value mapped to deal value.
6.Creates review and confirmation activities
Integrate Pipedrive and task scheduling tools to mark confirmation complete and schedule technical review due on the formatted date.
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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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