1.Catch inbound lead payloads
Integrate Webhooks by Zapier and intake tools to capture submission fields and trigger downstream CRM creation.
Create sales deal from inbound leads and log
Automatically catch inbound lead payloads across Webhooks by Zapier, Pipedrive, and Google Sheets. Create and update people and deals when lead payload arrives, webhook submission posts, or required fields arriveβso you can create person records, open deals, and log audit rows without manual data entry.
How this automation creates deals and preserves audit trails
When inbound lead payloads arrive, manual CRM entry can stall follow-up and distort reporting. This automation catches submissions, finds or creates people, creates deals, and appends audit rowsβso your team can move leads forward fast.
Webhooks by Zapieror swap with your favorite app
2.Find or create people
Integrate Pipedrive and contact matching tools to find or create people and map submission fields to person custom fields.
Pipedriveor swap with your favorite app
3.Create deals in pipeline
Integrate Pipedrive and CRM pipeline tools to create deals, set deal owner, and map person and submission fields to deal custom fields.
4.Log deal and person audit row
Integrate Google Sheets and reporting tools to append a tracking row with deal and person identifiers for audit and follow-up.
Google Sheetsor swap with your favorite app
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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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