1.Catch each new enquiry submission
Integrate Paperform and form submission handling tools to capture each new enquiry submission to start CRM entry.
Create qualified enquiry record and attach submission PDFs
Automatically catch new enquiry submissions across Paperform, Formatter by Zapier, and Pipedrive. Create and update when an enquiry submission arrives, PDF upload is included, or required fields are presentβso you can create person records, attach submission PDFs, and log intake notes without manual data entry.
How this automation creates qualified enquiry records
When a new enquiry submission lands, unqualified or incomplete details can cause messy CRM records and slow triage. This automation formats fields, finds or creates and updates person records, and attaches PDFs while creating notes and intake activitiesβso your team can route enquiries faster.
Paperformor swap with your favorite app
2.Normalize date and text fields
Integrate Formatter by Zapier and data formatting tools to normalize key date outputs and text answers to standardize values.
Formatter by Zapieror swap with your favorite app
3.Find or create the person record
Integrate Pipedrive and CRM field mapping to search by email and create or update a person record to add enquiry contacts.
Pipedriveor swap with your favorite app
4.Update person with submission details
Integrate Pipedrive and CRM visibility settings to map remaining fields, apply standardized dates, and set record visibility to keep data accurate.
5.Create note, upload PDF, and intake activity
Integrate Pipedrive and document attachment tools to create a narrative note, upload the submitted PDF, and create an intake activity to enable triage.
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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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