1.Create from new quote entry
Integrate Typeform and inbound form capture to start the workflow from a new quote submission.
Create new deal from quote form submissions and assign owner
Automatically capture new quote form entries across Typeform, Google Sheets, Webhooks by Zapier, Pipedrive, and Facebook Conversions. Create and update owned deals when quote form submitted, product mapping lookup needed, or phone normalization returnsβso you can populate CRM records, assign owners, and track lead events without manual CRM entry.
How this automation accelerates your inbound lead follow-up
When quote form submissions arrive, delayed data entry can scramble ownership and slow follow-up. This automation looks up product mapping and normalizes phone numbers and creates CRM people and owned deals while firing a server-side lead eventβso your team can respond fast without manual entry.
Typeformor swap with your favorite app
2.Find row for product mapping
Integrate Google Sheets and data mapping tools to look up product display fields and populate deal custom fields.
Google Sheetsor swap with your favorite app
3.Post for phone normalization
Integrate Webhooks by Zapier and phone normalization tools to return a normalized phone and country details.
Webhooks by Zapieror swap with your favorite app
4.Find or create person record
Integrate Pipedrive and CRM matching to match by phone and create a new person when no match is found.
Pipedriveor swap with your favorite app
5.Create deal from quote data
Integrate Pipedrive and CRM pipeline tools to create the deal with inbound stage, title, and owner assignment.
6.Send server-side lead event
Integrate Facebook Conversions and analytics tracking to send a server-side LEAD event for conversion measurement.
Facebook Conversionsor 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
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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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