1.Captures new quote entry
Integrate Typeform, form submission tools, and CRM field mapping to capture quote fields and trigger CRM data entry.
Create qualified sales deal from quote form submissions
Automatically monitor quote form submissions across Typeform, Google Sheets, Webhooks by Zapier, Pipedrive, and Facebook Conversions. Create and update when product mappings resolve, owners get assigned, or ad lead events fireβso you can qualify CRM deals, enrich contact fields, and record conversions without manual data entry.
How this automation qualifies your sales deals
When quote submissions come in but CRM entries require manual setup, deals stall and lead data stays incomplete. This automation captures fields in Typeform, enriches them with product lookup and owner assignment, then creates Pipedrive records and sends a Facebook Conversions lead eventβso your team can qualify sales faster.
Typeformor swap with your favorite app
2.Looks up product mapping
Integrate Google Sheets and product mapping tables to find product rows by code and map deal title and pricing metadata.
Google Sheetsor swap with your favorite app
3.Assigns an owner via lookup
Integrate Webhooks by Zapier and internal services to post phone details and map the response owner id.
Webhooks by Zapieror swap with your favorite app
4.Finds or creates person
Integrate Pipedrive and CRM data matching to find a person by phone and create one when missing.
Pipedriveor swap with your favorite app
5.Creates deal and sets owner
Integrate Pipedrive and CRM deal workflows to create a deal using product lookup and UTM values and set the owner.
6.Adds submission note
Integrate Pipedrive and contact history tools to add a note with preferred contact method and submit timestamp.
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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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