1.Monitor new funnel responses
Integrate Heyflow to catch incoming form responses from your configured funnel.
Create new deal and contacts from form submission
Automatically convert Heyflow new responses into CRM-ready records across Pipedrive. Create and update organization, contact, and deals when submissions landβso you can reduce manual data entry, speed up onboarding, and keep follow-up context current without chasing spreadsheets.
How this automation creates CRM records for same-day follow-up
When new Heyflow responses arrive, reps lose time waiting for complete contact and deal details. This automation catches form submissions and creates organizations, people, and deals in Pipedriveβso your team can follow up the same day with full context.
Heyflowor swap with your favorite app
2.Creates organizations in Pipedrive
Integrate Pipedrive and address mapping tools to create organization records and fill address fields.
Pipedriveor swap with your favorite app
3.Creates people records
Integrate Pipedrive and contact matching rules to create person records and populate email and phone.
4.Creates deals and links records
Integrate Pipedrive and pipeline configuration to create deals, assign stage, and link org and person IDs.
5.Creates pinned deal note
Integrate Pipedrive and CRM notes to attach a pinned note to the created deal.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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