1.Catches form submission
Integrate Webhooks by Zapier and form payload parsing to receive submission data for enrollment, consent, and preferences.
Update client CRM record from portal form submissions
Automatically capture portal form submissions across Webhooks by Zapier and Zapier Tables. Automatically create and update when submission fields map to internal codes and CRM propertiesβso you can update records, translate preferences, and flag mismatches without manual data entry.
How this automation updates your client CRM records
When portal form submissions arrive without clean CRM mapping, coordinators spend time rekeying enrollment and consent details. This automation captures the submission payload and updates your Zapier Tables and Pipedrive recordsβso your team can act with accurate contact data.
Webhooks by Zapieror swap with your favorite app
2.Finds matching table record
Integrate Zapier Tables and record lookup to search by primary ID and pull the matching internal row.
Zapier Tablesor swap with your favorite app
3.Transforms submission into codes
Integrate Formatter by Zapier and data transformation to convert answers into internal codes for preferences and consent.
Formatter by Zapieror swap with your favorite app
4.Updates internal table record
Integrate Zapier Tables and field mapping to update configured fields with mapped codes and submission details.
5.Finds and updates CRM person
Integrate Pipedrive and CRM properties mapping to update the matching person record with the latest submission fields.
Pipedriveor 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.
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