What this template does
This is the gold standard B2B SaaS lead capture automation. A Typeform demo booking instantly creates a Pipedrive contact + deal with the right pipeline, stage, owner, and value — plus enrichment data and a Slack alert to wake up the right account exec.
Use cases
- B2B SaaS demo booking forms
- Agency contact forms for sales-qualified leads
- Enterprise quote requests
- Conference/event lead capture
How it works
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Watch new Typeform responses
Webhook trigger fires the moment someone completes your demo booking form.
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Search existing Pipedrive contact
Check if the email already exists in Pipedrive to avoid duplicates.
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Create or update contact
If new, create the contact with name, email, company, phone. If existing, update with the latest info.
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Enrich with Clearbit
Pull company size, industry, funding stage from Clearbit using the email domain.
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Determine deal owner
Route deal to the correct sales rep based on territory (country/region) using a router with filters.
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Create Pipedrive deal
Add a new deal to the right pipeline with stage, value, expected close date, and custom fields.
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Notify Slack
Send a formatted alert to #sales-leads with all key details and a one-click Pipedrive link.
Setup time
Around 15 minutes assuming Typeform and Pipedrive are already connected to Make.
Customization ideas
- Auto-book a calendar slot via Calendly based on the prospect's availability
- Trigger an immediate AI-personalized intro email from the assigned rep
- Score the lead with GPT-4 before deal creation to prioritize follow-up
- Cross-post to HubSpot if you run dual CRMs during a migration