1.Receive form submission
Integrate Sub-Zap by Zapier and form intake workflows to receive the incoming submission and map key fields to intake variables.
Create intake deal and notes from web form
Automatically receive incoming web form submissions across Sub-Zap by Zapier and map intake fields to create deal context in Pipedrive. Create and update CRM records, pin detailed notes, and kick off storage dispatch without manual re-entry.
How this automation speeds up intake triage with CRM deals
When incoming web form submissions arrive, delays can leave deal routing incomplete and teams hunting for details. This automation receives intake submissions, enriches and classifies them, creates CRM records, and pins notes and dispatches files so your team can triage faster.
Sub-Zap by Zapieror swap with your favorite app
2.Enrich and classify intake
Integrate Code by Zapier and classification logic tools to enrich and classify client type and service timeline and assign intake priority.
Code by Zapieror swap with your favorite app
3.Find or create person and organization
Integrate Pipedrive and CRM data tools to find or create the person and organization and match by email.
Pipedriveor swap with your favorite app
4.Create or update deal record
Integrate Pipedrive and CRM field mapping to create or update the deal and map case details, timeline, priority, and due dates.
5.Pin detailed HTML note
Integrate Pipedrive and note templates to create a detailed HTML note pinned to the deal and the person.
6.Dispatch file storage
Integrate Sub-Zap by Zapier and file storage routing to call a Sub-Zap that sends the PDF link to the client uploads folder.
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
Set up in minutes
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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.
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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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