Form leads into the CRM: no duplicates, with a score and an alert

The scenario checks a new form lead for duplicates, scores it and adds it to the CRM, notifying the team.

  • The lead lands in the CRM automatically
  • A duplicate check before creating
  • Lead scoring by set rules
  • The team learns of the application at once

How it works

To get Formstack notifications in Pipedrive, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Typeform Trigger
  2. Then: Search HubSpot Contact
  3. Check: If
  4. If yes: Create a contact
  5. Then: Lead Scoring
  6. Then: Slack Notification
  7. If no: Update a contact

You can launch this Formstack + Pipedrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.