1.Catches inbound lead payload
Integrate Webhooks by Zapier and form submission data to extract company, contact, and source fields to qualify the lead data.
Create qualified deal and contact from inbound leads
Automatically convert each inbound lead payload into CRM records across Webhooks by Zapier and Pipedrive. Create qualified deals, seed contacts, and advance stages when lead payload received, company name submitted, or contact email providedβso you can act fast, qualify pipeline, and assign follow-up without manual data entry.
How this automation builds qualified pipeline for immediate follow-up
When inbound lead payloads arrive, delays in entering company, contact, and deal data slow qualification. This automation extracts lead fields and creates organizations, people, and deals and then updates the deal stageβso your team can follow up right away.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates organization
Integrate Pipedrive, CRM matching, and mapping rules to search by organization name and create missing orgs to start clean account records.
Pipedriveor swap with your favorite app
3.Creates person and links org
Integrate Pipedrive and contact enrichment tools to create a person from name and email, link to the org, and set ownership to store contacts.
4.Creates deal with assignments
Integrate Pipedrive and sales pipeline configuration to create a deal title, link person and organization, and set stage and owner to launch qualification.
5.Updates deal to qualified stage
Integrate Pipedrive and workflow routing to move the deal to the follow-up qualified stage to queue rep outreach.
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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!)
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David Laderberg, VP of Sales
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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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