1.Detects new entry submissions
Integrate Typeform and form mapping tools to capture submission fields and to centralize inquiry details.
Create deal and contact from new form lead
Automatically capture project inquiry submissions across Typeform and Pipedrive. Create and update deals when new entries arrive or matched people existβso you can normalize fields, create the right contact, and route intake to the right pipeline stage without manual data entry.
How this automation accelerates deal intake
When new project inquiry form submissions come in, manual data entry slows down triage and delays pipeline readiness. This automation captures submissions and normalizes fields and finds or creates people and dealsβso your team can route intake faster.
Typeformor swap with your favorite app
2.Normalizes lookup table outputs
Integrate Formatter by Zapier and data mapping tools to translate choice answers and to standardize deal fields.
Formatter by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive and crm search tools to look up a person by email and to enable the correct branch.
Pipedriveor swap with your favorite app
4.Routes based on person match
Integrate Filter by Zapier and branching logic tools to continue on found or not found paths and to control creation.
Filter by Zapieror swap with your favorite app
5.Creates deal for existing person
Integrate Pipedrive and pipeline management tools to create a deal and to set stage and custom fields.
6.Creates person and then deal
Integrate Pipedrive and crm creation tools to create a new person and to create the intake deal.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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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