1.Captures new form lead submission
Integrate Tilda Publishing and form capture tools to capture the lead submission and map key fields for downstream processing.
Create qualified deals and add contacts to nurture list
Automatically capture new form lead submissions across Tilda Publishing and Pipedrive. Add or update contacts and create inbound deals when form lead submitted, required fields present, or UTM details capturedβso you can create deals, deduplicate people, and send welcome messages without manual CRM entry.
How this automation creates qualified deals in CRM
When new form lead submissions land, delays can stall follow-up and create duplicate CRM records. This automation captures leads, normalizes phone data and person records, creates deals, and adds contacts to nurture lists and sends welcome messagesβso your team can scale outreach without manual entry.
Tilda Publishingor swap with your favorite app
2.Normalizes phone and derived fields
Integrate Code by Zapier and data transformation tools to clean the phone number and compute derived deal fields.
Code by Zapieror swap with your favorite app
3.Finds or creates person record
Integrate Pipedrive and CRM deduplication to search by normalized phone then email and create a new person when needed.
Pipedriveor swap with your favorite app
4.Creates inbound deal with note
Integrate Pipedrive and deal management to create an inbound deal, set the stage, and attach submission details as a note.
5.Adds contact to nurture and sends email
Integrate eSputnik and marketing lists to add the contact to the nurture group and trigger the welcome email for new contacts.
eSputnikor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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