1.Detect new form entry
Integrate WPForms, form capture tools, and CRM management systems to detect new form entry submissions.
Create or update CRM deal from form entry
Automatically monitor new form entry submissions across WPForms and Pipedrive. Create and update deals and contacts when submission email matches, deal fields are mapped, or pipeline stage is setβso you can create accurate CRM records without manual data entry.
How this automation updates your CRM deal records
When new form entry submits from WPForms, leads can stall while reps enter details into CRM systems. This automation delays, then finds or creates deals and updates deal and person records in Pipedriveβso your team can act on complete lead context quickly.
WPFormsor swap with your favorite app
2.Delay for 8 minutes
Integrate Delay by Zapier and enrichment workflows to pause processing for 8 minutes.
Delay by Zapieror swap with your favorite app
3.Find or create deal
Integrate Pipedrive and CRM lookup tools to find or create a deal from submission email, title, and fields.
Pipedriveor swap with your favorite app
4.Update deal fields
Integrate Pipedrive and pipeline configuration tools to update deal custom fields, stage, and owner.
5.Find matching person
Integrate Pipedrive and CRM lookup tools to find the person record by submission email.
6.Update person details
Integrate Pipedrive and contact management tools to update person fields and person custom fields.
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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