1.Detect form submission created
Integrate Zapier Forms and data mapping tools to map submission fields to labels for deal creation and follow-up.
Create CRM deal and notify requester instantly via chat
Automatically capture form submission created data across Zapier Forms and Pipedrive. Create and update deals and send a chat confirmation when new submission created, phone details added, or email providedβso you can create contacts, update pipeline stages, and reply fast without manual follow-up.
How this automation accelerates deal follow-up
When form submission created, delays can stall pipeline progress and leave requesters waiting. This automation maps submission fields, enriches CRM records, and sends an instant chat confirmationβso your team can respond without manual follow-up.
Zapier Formsor swap with your favorite app
2.Split and map full name
Integrate Formatter by Zapier and text parsing tools to split full name into first and last name for CRM fields.
Formatter by Zapieror swap with your favorite app
3.Search CRM person by phone and email
Integrate Sub-Zap by Zapier and CRM search logic to look up an existing person by phone, then email.
Sub-Zap by Zapieror swap with your favorite app
4.Search or create organization and person
Integrate Pipedrive and contact management tools to search or create the person, and update organization when a company name exists.
Pipedriveor swap with your favorite app
5.Create or update deal and note
Integrate Pipedrive and pipeline tracking tools to create or update a deal in the configured stage and attach a submission note.
6.Send chat confirmation message
Integrate TimelinesAI and messaging templates to send a confirmation chat to the requester with next steps.
TimelinesAIor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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