Anton Chisliuk · AI Marketing Ops
Anton Chisliuk
AI Marketing Ops

Web Form → Pipedrive Deal

HubSpot workflow

Form submit

Set properties

If MQL score

Assign owner

Send email

Flow JSON
Lead Gen

Web Form to Deal Automation

Website form creates person, org, and deal in first pipeline stage automatically.

Free to download — enter your email and we'll send the Flow JSON file instantly. No spam.

Platform
Pipedrive
Format
Flow JSON
Setup
~25 min
Difficulty
Intermediate
Category
Lead Gen
pipedrive automationweb form
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What does this Pipedrive template do?

Automation JSON + doc: form submit → create deal → assign owner → activity due in 24h.

What's included

  • Automation JSON
  • Field mapping table

Common use cases

  • Marketing ops — Documented starting point for your stack.

How to import into Pipedrive

  1. 1

    Download the template pack

    Pipeline CSV, automation JSON, or step-by-step setup doc.

  2. 2

    Open Pipedrive settings

    Pipelines, Automation, or Data fields — depending on template.

  3. 3

    Import or recreate

    Upload pipeline CSV or follow automation clone steps.

  4. 4

    Test with sample deal

    Run a test lead through before connecting live forms.

How to customize for your stack

Extend

Add Slack or CRM branches per operator notes in email.

Anton Chisliuk · AI Marketing Ops · Updated September 2026

FAQ

Website form creates person, org, and deal in first pipeline stage automatically.

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