1.Detect new submission
Integrate MoreApp with form intake tools to capture each submission and route submitted fields into the workflow.
Create qualified CRM deal and contact from intake form
Automatically detect new submission intake from MoreApp across CRM management tools. Create and update contact and deal records, schedule outreach activities, and set intake stages when submissions come inβso you can avoid manual data entry and delays.
How this automation accelerates your sales intake
When new submissions arrive, manual data entry can slow handoffs and leave sales without context. This automation formats due dates, creates Pipedrive contacts and deals, and logs outreach activitiesβso your team can act on intake quickly.
MoreAppor swap with your favorite app
2.Calculate due date from timestamp
Integrate Formatter by Zapier and date utilities to add two days to the submission timestamp and output a due-date string.
Formatter by Zapieror swap with your favorite app
3.Create person contact
Integrate Pipedrive and contact matching data to create a contact record from submission name and company details.
Pipedriveor swap with your favorite app
4.Create deal record
Integrate Pipedrive and deal pipeline data to create a new deal, link the person ID, and set the intake stage.
5.Create immediate and follow-up activities
Integrate Pipedrive and task scheduling tools to create outreach activities and set the follow-up due date.
6.Confirm outreach with done activity
Integrate Pipedrive and activity tracking to confirm outreach instantly and schedule the follow-up for technical review.
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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.
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