Set Automate

Set Automate streamlines data collection from Typeform, automatically creating organizations, persons, and leads in Pipedrive based on user responses. This efficient workflow enhances lead management and ensures accurate data integration, saving time and improving follow-up processes.

7/8/2025
8 nodes
Medium
manualmediumsticky notepipedrivetypeformtrigger
Categories:
Manual TriggeredMedium WorkflowCRM & Sales
Integrations:
Sticky NotePipedriveTypeformTrigger

Target Audience

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.

Problem Solved

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.

Workflow Steps

  • 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.

    • Customization Guide

    To customize this workflow:
    - Modify Typeform Fields: Update the Typeform fields to match your specific data collection needs, ensuring the JSON paths in the 'Set' node correspond to the new fields.
    - Adjust Company Size Mapping: Change the employee categories in the 'Map company size' node to reflect your organization’s definitions for small, medium, large, etc.
    - Customize Pipedrive Fields: Ensure that the organization and person fields in Pipedrive align with the data being submitted from Typeform, including any custom properties.
    - Edit Note Content: You can personalize the content of the note created in Pipedrive to include additional context or instructions relevant to your team.