1.New Entry webhook triggers
Integrate Typeform and form builders to capture info pack submissions and core fields and files to trigger CRM entry.
Create new sales deal from info pack request
Automatically monitor completed info pack submissions across Typeform and Pipedrive. Create and update when info pack submitted, email provided, or files uploadedβso you can create people, open deals, and attach context without manual data entry.
How this automation creates pipeline ready deals
When completed info pack submissions arrive late to the CRM, follow ups stall and opportunities slip. This automation captures submission details, creates or finds CRM people and open deals, and attaches filesβso your team can follow up with full context.
Typeformor swap with your favorite app
2.Find or create person record
Integrate Pipedrive and CRM enrichment tools to find or create a person by email and map contact fields to centralize lead data.
Pipedriveor swap with your favorite app
3.Create linked open deal
Integrate Pipedrive and deal tracking to create an open deal linked to the person and attach files to accelerate follow up.
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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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
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Jacob Sirrs, Marketing Operations Specialist
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