1.Catches hook and extracts fields
Integrate Webhooks by Zapier and form intake systems to receive the payload and extract submission fields to route deals.
Create qualified deal from client intake form submissions
Automatically catch deal intake form payloads across Webhooks by Zapier and Code by Zapier. Create or find people and open Pipedrive deals when submissions include qualification fields, so you can enrich CRM records, attach context, and route priorities without manual data entry.
How this automation creates qualified deals from intake
When form submissions arrive without consistent contact data, deals get delayed and qualification gets missed. This automation catches the payload, normalizes phone numbers, creates or finds people, opens deals, and attaches notesβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Normalizes phone numbers with JavaScript
Integrate Code by Zapier and phone normalization scripts to clean incoming phone numbers to map contacts reliably.
Code by Zapieror swap with your favorite app
3.Finds or creates a person
Integrate Pipedrive and CRM mapping tools to find or create the person and set marketing status and owner.
Pipedriveor swap with your favorite app
4.Creates a CRM deal in pipeline
Integrate Pipedrive and pipeline management to create the deal, set pipeline and stage, and map UTM and campaign fields.
5.Continues only for qualifying records
Integrate Filter by Zapier and qualification rules to continue only when interest or turnover fields exist.
Filter by Zapieror swap with your favorite app
6.Attaches a pinned deal note
Integrate Pipedrive and note-taking to create a note that stores extra form context and qualifying answers on the deal.
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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.
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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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