1.Catch Hook and extract lead fields
Integrate Webhooks by Zapier and form intake tools to capture incoming lead payloads and extract source fields.
Create sales deal and contact from incoming leads
Automatically catch incoming lead payloads across Webhooks by Zapier. Create and update CRM records when submissions land, birthdays normalize, or prospect age calculatesβso you can create contacts, assign deals, and set pipeline stages without manual data entry.
How this automation accelerates your deal intake
When incoming lead submissions hit an unstructured endpoint, CRM data entry bogs down follow-up and delays pipeline entry. This automation catches lead payloads, normalizes birthdays and calculates age, then finds or creates contacts and creates deals in Pipedriveβso your team can follow up immediately.
Webhooks by Zapieror swap with your favorite app
2.Normalize submitted birthday
Integrate Formatter by Zapier and date parsing tools to normalize submitted birthday into a consistent date format.
Formatter by Zapieror swap with your favorite app
3.Calculate prospect age
Integrate Code by Zapier and data transformation tools to calculate prospect age from the normalized birthday.
Code by Zapieror swap with your favorite app
4.Find organization by term
Integrate Pipedrive and CRM search tools to find an organization using the provided organization term.
Pipedriveor swap with your favorite app
5.Create person and deal
Integrate Pipedrive and CRM record tools to find or create a person, then create a deal with pipeline stage and age.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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