1.Monitors new form submissions
Integrate Marketo and submission payload mapping to capture form fields and map them to downstream variables.
Create sales deal from demo form submission for reps
Automatically capture demo requests across Marketo and Pipedrive—so you can quickly turn submissions into CRM-ready records. Create and update when source codes and dates are mapped, organizations and people are found, and deals are created—so you can protect data quality, reduce entry time, and keep pipeline moving without manual data entry.
How this automation accelerates CRM deal creation
When new form submissions arrive, manual CRM entry can delay follow-up and miss qualified deal timing. This automation translates source values and creates organization, person, and deal records—so your team can move opportunities forward faster.
Marketoor swap with your favorite app
2.Looks up source and source code
Integrate Formatter by Zapier and lookup tables to translate the form source into the configured campaign or source ID.
Formatter by Zapieror swap with your favorite app
3.Adds 45 days for expected close
Integrate Formatter by Zapier and date formatting tools to add 45 days and produce an expected close date.
4.Finds or creates organization
Integrate Pipedrive and CRM record search tools to find by company name and create the organization when needed.
Pipedriveor swap with your favorite app
5.Finds person and creates deal
Integrate Pipedrive and CRM record creation tools to link the person to the organization and create the deal record.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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 — 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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