1.Catches Hook submissions
Integrate Webhooks by Zapier and form submission tools to capture incoming application fields and start CRM data entry.
Update deal and contact records from form submissions
Automatically catch Hook form submissions across Webhooks by Zapier and Google Sheets, and log every intake in your sheet. Create and update when records matchβso you can append raw submissions, update deal fields, and schedule follow-ups without manual data entry.
How this automation updates deal records from submissions
When new form submissions arrive, missing or delayed CRM updates can slow responses and reduce conversion. This automation captures webhook submissions, logs them in a worksheet, and updates CRM records with notes and follow-upsβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and data mapping tools to create a new worksheet row for each submission, including timestamps.
Google Sheetsor swap with your favorite app
3.Finds record by deal ID
Integrate Airtable and database lookup tools to find the matching record using the submission deal ID.
Airtableor swap with your favorite app
4.Updates matching record
Integrate Airtable and data mapping tools to update fields with personal details, address, options, and submission notes.
5.Creates deal note
Integrate Pipedrive and deal context tools to create a note on the deal and pin it for visibility.
Pipedriveor swap with your favorite app
6.Creates follow-up activity
Integrate Pipedrive and task scheduling tools to create a follow-up activity and link it to the deal and person.
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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