Problem It Solves

Sales teams often rely on manual data entry or separate lead forms, which leads to duplicate or incomplete records in Pipedrive. Missing fields and inconsistent formatting cause lost opportunities and wasted time. Automating deal capture ensures every submission is standardized and immediately pushed to Pipedrive—eliminating errors, speeding up handoffs, and keeping data clean.

Process Overview

1. Embed the Zapier Tables form on your site or intranet to collect Title, Value, Stage, Owner, and Close Date.

2. Each new submission lands in a “Deals” table for review (Kanban or list view).

3. A Zap cleans or validates fields (e.g., normalizes currency, ensures required fields).

4. Once approved, the record is pushed to Pipedrive as a new deal with mapped fields.

5. If any required info is missing, Zapier flags it for correction before syncing.

Key Features & Capabilities

• Embedded Deal Intake Form
  Collects Title, Value, Stage, Owner, and Close Date in one place.

• Zapier Table Review
  View submissions in Kanban or list, and quickly spot incomplete or malformed entries.

• Field Validation & Cleanup
  Automated steps to standardize currency and ensure mandatory fields are filled.

• Automatic Pipedrive Sync
  Push approved deals directly into Pipedrive with correct mapping.

• Error Alerts
  If a required field is missing or invalid, send an email or Slack message to the owner for correction.

Typical Use Cases

• B2B Software Reseller
  An SDR team shares a web link for reps to log new opportunities; the form feeds into Zapier Tables. Managers review entries, then approved records sync to Pipedrive, ensuring data consistency and preventing duplicates.

• Consulting Firm
  Independent consultants submit potential projects via the embedded form. The operations lead verifies the value and the close date in a list view. Clean records, then push to Pipedrive for pipeline tracking and forecasting.

Prerequisites & Client Responsibilities

• Define Deal Fields
  Confirm which stages, owners, and currency formats you want to use.

• Pipedrive API Credentials
  Provide a Pipedrive API token with “add deal” permissions.

• Form Hosting (Optional)
  If embedding externally, ensure you have access to paste the iframe into your website.

• Team Permissions
  Identify who needs “Viewer” vs “Editor” access in Zapier to review and approve entries.

Pricing

• One-Time Setup: $400
  (Form embedding, Table schema setup, Zap construction, and testing.)

• Monthly Support: $80/month
  (Ongoing maintenance of Zaps, field adjustments, and troubleshooting.)