1.Detect new deal
Integrate Pipedrive to watch for new deal signals and start dispatch routing.
Create dispatch job and confirm appointment with homeowner
Automatically route new deals from Pipedrive across Pipedrive, CompanyCam, URL Shortener by Zapier, Webhooks by Zapier, JustCall, and OptimoRoute. Create and update dispatch jobs when deals activate, project URLs generate, or routing orders submitβso you can schedule work, confirm appointments, and reference job links without manual follow-up.
How this automation protects your dispatch schedule
When new deals appear in Pipedrive, delays can break field scheduling and leave homeowners waiting. This automation routes work by creating routing orders, generates a CompanyCam project link, and sends SMS confirmationsβso your team can dispatch faster.
Pipedriveor swap with your favorite app
2.Find person by deal email
Integrate Pipedrive and CRM contact lookup tools to find the contact by deal email and return name and phone.
3.Find or create project
Integrate CompanyCam and project mapping tools to match the deal address and title and capture the project public URL.
CompanyCamor swap with your favorite app
4.Shorten project URL
Integrate URL Shortener by Zapier and URL formatting tools to shorten the CompanyCam URL for SMS-friendly delivery.
URL Shortener by Zapieror swap with your favorite app
5.Create routing order in OptimoRoute
Integrate Webhooks by Zapier and routing planner tools to post a create-order request with timing, contact, and notes.
Webhooks by Zapieror swap with your favorite app
6.Send appointment SMS
Integrate JustCall and SMS messaging tools to send the appointment text with date, time window, and the shortened project link.
JustCallor swap with your favorite app
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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