1.Detect new form responses
Integrate Google Forms and form capture tools to detect new responses and to route qualified submissions for deal creation.
Create qualified deals from intake forms for sales team
Automatically monitor new form responses across Google Forms and sales tools. Create qualified deals when submissions include qualification signals, next-action dates, or deal value thresholdsβso you can normalize due dates, update pipeline records, and schedule follow-ups without manual data entry.
How this automation qualifies deals from form intake
When new form responses come in, slow routing can stall follow-up and reduce win rates. This automation normalizes due dates, creates or updates deals in Pipedrive, creates activities, and sends confirmation emailsβso your team can act same day.
Google Formsor swap with your favorite app
2.Normalizes due date time
Integrate Formatter by Zapier and date parsing tools to normalize form next-action date and time into a standard due date.
Formatter by Zapieror swap with your favorite app
3.Creates or updates deals
Integrate Pipedrive and CRM pipelines to lookup owners, match or create people, and create or update deals in the right stage.
Pipedriveor swap with your favorite app
4.Creates follow-up activity
Integrate Pipedrive and task scheduling tools to create a follow-up activity linked to the person and deal.
5.Looks up personalization fields
Integrate Google Sheets and worksheet lookups to pull rep codes or template values for confirmation email personalization.
Google Sheetsor swap with your favorite app
6.Sends confirmation email
Integrate Gmail and templated email tools to send confirmation messages to submitters using deal and worksheet details.
Gmailor swap with your favorite app
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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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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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