Automated Lead Management Workflow

This workflow is ideal for:

• Small to Medium Businesses looking to streamline their lead generation process using Typeform and Pipedrive.
• Sales Teams that need to capture and organize leads efficiently.
• Marketing Professionals who want to automate the collection of customer inquiries and feedback.
• Entrepreneurs seeking to manage customer relationships without manual data entry.

This workflow addresses the challenge of manually transferring data from Typeform submissions to Pipedrive, which can be time-consuming and prone to errors. By automating the process, it ensures that:

• Leads are created instantly in Pipedrive upon form submission.
• Data accuracy is maintained, reducing the risk of human error.
• Time is saved, allowing teams to focus on engaging with leads rather than data entry.

1. Trigger on Form Completion: The workflow begins when a Typeform form is submitted, capturing essential information such as company name, contact name, email, and employee count.
2. Set Variables: The data from the Typeform submission is structured and stored for further processing, including company name, contact information, and specific questions.
3. Map Company Size: A code node is used to categorize the number of employees into predefined categories, assigning unique identifiers for Pipedrive.
4. Create Organization in Pipedrive: An organization record is created in Pipedrive using the company name and the mapped employee count.
5. Create Person in Pipedrive: A person record is created linked to the organization, using the contact's name and email address.
6. Create Lead in Pipedrive: A lead is generated in Pipedrive, associating it with the newly created organization and person.
7. Create Note in Pipedrive: A note is added to the lead, summarizing the form submission details, including any specific questions and company size.