Lead Capture & CRM Auto-Creation

Your managers copy form submissions into the CRM by hand every day. That's 30-40% of their working time gone to data entry — before they've even spoken to a customer.

• ▸ 30-40% of team time wasted on manual lead entry
• ▸ 12% of form submissions lost or mistyped on average
• ▸ ~30 min of manager time wasted per lead before first touch

Forms (ClickFunnels, Tilda, Typeform, Wix) push directly to Make.com via webhook. Make creates a clean Person + Deal in Pipedrive and a tagged contact in ActiveCampaign — with phone in E.164, normalized email, source, and full UTM stack — in under one second.

1. 01
   Form intake

   ClickFunnels / Tilda / Typeform / Wix submission fires a webhook to a dedicated Make.com scenario.
2. 02
   Data normalization

   MakeCode module standardizes phone to E.164, lowercases email, splits first/last name, captures UTM source/medium/campaign.
3. 03
   Dedup check

   Search Pipedrive by email → if no match, search by phone → if still none, create Person; otherwise update existing record.
4. 04
   Deal + tag creation

   Create Deal in correct pipeline stage with source label. Push contact to ActiveCampaign with tag like form_ebook_opt_in_submitted.
5. 05
   Notification

   Slack or Telegram alert to the relevant sales channel: lead name, source, and Pipedrive deep-link.
6. 06
   Audit log

   Append row to Google Sheet for daily reconciliation and historical attribution analysis.

• ✓0 missed leads — webhook retries handle outages automatically
• ✓~30 min saved per lead = ~10 hrs/week per sales rep
• ✓Clean tag + custom-field architecture ready for segmentation
• ✓Single source of truth: Pipedrive matches form submissions 1:1

• Welcome Sequence
  5-letter nurture sequence. Contact warmed up to purchase.
• HQ/LQ Lead Routing

  Qualification via Typeform. Sales works only with quality leads.
• Facebook Conversion API
  Server-side event delivery. +10–15% ad efficiency.