The workflow adds new organisations, persons and leads for new Typeform submissions. In most cases, this Typeform is embedded on the website as a contact form. We choose to create leads (not deals) in Pipedrive, and convert them manually to deals.
Leads end up in a 'info@'' inbox, need a lot of manual work and sometimes fall through the cracks.
Inbound leads land into Pipedrive and are followed up within 2 days.
Get inspired by other workflows that we've built. We can swap out tools if you don't use them and replace them with your tool stack.