1.Receives form submission payload
Integrate Sub-Zap by Zapier and data mapping tools to parse submission fields and map them to contact and deal variables.
Create CRM deals from course signups and onboard records
Automatically monitor form submission payloads across Sub-Zap by Zapier, AI by Zapier, Zapier Tables, Freshsales Suite, and Microsoft Outlook. Create and update when company size is classified, deals are created, and allocation emails sendβso you can route prospects into the pipeline and follow up without manual follow-up.
How this automation accelerates your deal onboarding
When form submission data arrives without a consistent follow-up flow, leads stall before allocation review. This automation classifies company size, creates or updates contacts and CRM deals, and notifies allocation ownersβso your team can move from signup to allocation faster.
Sub-Zap by Zapieror swap with your favorite app
2.Classifies company size
Integrate AI by Zapier and classification tools to label company size from headcount and prepare lookup parameters.
AI by Zapieror swap with your favorite app
3.Looks up product and timing
Integrate Zapier Tables and spreadsheet lookups to find product and company size rows for expected close inputs.
Zapier Tablesor swap with your favorite app
4.Finds or creates contact
Integrate Freshsales Suite and contact records tools to search by email and create contact fields on no match.
Freshsales Suiteor swap with your favorite app
5.Creates deal in pipeline
Integrate Freshsales Suite and CRM pipeline tools to create a deal, tag it, and calculate expected close dates.
6.Sends allocation notification
Integrate Microsoft Outlook and email templates to notify allocation recipients with deal details and request assignment review.
Microsoft Outlookor swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
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