1.Monitors new product form entry
Integrate Formidable Forms and form submission tools to detect each submission and trigger lead creation.
Create qualified sales deals from product form submissions
Automatically monitor new product form entries across Formidable Forms. Create and update when product lines are submitted or company identifiers are present or high-value deals are detectedβso you can create CRM orgs, build deal line items, and notify owners without manual entry.
How this automation accelerates your deal pipeline
When product form entries arrive without being processed, outreach gets delayed and pipeline data stays incomplete. This automation finds or creates organizations, creates people and deals, adds product line items, and emails the assigned ownerβso your team can follow up the same day.
Formidable Formsor swap with your favorite app
2.Finds or creates organization
Integrate Pipedrive and CRM systems to find the organization by company identifier or create a new record.
Pipedriveor swap with your favorite app
3.Creates person and links org
Integrate Pipedrive and CRM data tools to create the person and link them to the organization record.
4.Creates deal and assigns owner
Integrate Pipedrive and pipeline management tools to create the deal, set stage, and assign the owner by region.
5.Loops line items and maps SKUs
Integrate Looping by Zapier and eCommerce item lookup tools to search products by SKU and add deal line quantities.
Looping by Zapieror swap with your favorite app
6.Sends owner outreach email
Integrate Microsoft Outlook and email tools to notify the assigned owner with the deal title and summary.
Microsoft Outlookor swap with your favorite app
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- View all
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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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