1.Monitors new form responses
Integrate Google Forms and form submission tools to detect new form responses and capture the submission reference for dedupe.
Create CRM deals from application forms and assign owner
Automatically capture new form responses across Google Forms, Pipedrive, and Gmail. Create and update when applications submit, submissions qualify, or ownership needs assignmentβso you can create deals, link contacts, and send next steps without manual data entry.
How this automation accelerates your deal intake
When new form responses arrive, untracked applicants can slip through and pipeline visibility drops. This automation converts submissions into Pipedrive records and emails next stepsβso your team can create deals with the right owner without chasing updates.
Google Formsor swap with your favorite app
2.Finds or creates organizations
Integrate Pipedrive and CRM matching tools to find an organization by name and create one on no match.
Pipedriveor swap with your favorite app
3.Finds or creates people
Integrate Pipedrive and CRM contact tools to find a person by email, link them to the organization, and update owner on match.
4.Creates or updates deals
Integrate Pipedrive and pipeline configuration tools to create or update a deal with pipeline, stage, owner, and links.
5.Adds a pinned deal note
Integrate Pipedrive and deal documentation tools to create a pinned note that summarizes key application submission fields.
6.Sends applicant next steps
Integrate Gmail and email templating tools to send onboarding next-step instructions to the applicant from the submission.
Gmailor 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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