1.Catches inquiry payload hook
Integrate Webhooks by Zapier and reporting tools to capture incoming inquiry payloads and begin automated intake routing.
Create CRM deals from web inquiry rows for projects
Automatically catch Hook inquiry payloads across Webhooks by Zapier and Google Sheets. Create and enrich CRM deals when inquiries arrive, campaign codes resolve, or owners mapβso you can create tracking rows, normalize campaigns, and build deals without manual data entry.
How this automation accelerates your deal setup
When web inquiry payloads reach a catch hook, delays can stall pipeline intake and routing. This automation captures inquiry details and builds tracking rows and CRM records and pipeline placementsβso your team can move faster with consistent deal data.
Webhooks by Zapieror swap with your favorite app
2.Finds owner mapping row
Integrate Google Sheets and spreadsheet lookup tools to find the correct owner mapping for later deal assignment.
Google Sheetsor swap with your favorite app
3.Creates tracking row
Integrate Google Sheets and contact tracking tools to add a new intake row with mapped contact and notes data.
4.Looks up campaign source
Integrate Formatter by Zapier and lookup tables to normalize the incoming campaign or source into a standard code.
Formatter by Zapieror swap with your favorite app
5.Finds or creates person
Integrate Pipedrive and CRM contact tools to match by email and create a person record when needed.
Pipedriveor swap with your favorite app
6.Creates deal
Integrate Pipedrive and pipeline tools to create a new deal, assign an owner, and place it in the right stage.
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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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