1.Extract project token from deal title
Integrate Formatter by Zapier and data formatting tools to extract project number token to match your project records.
Create carrier tracking links and update deal records
Automatically monitor deal tracking field changes across Pipedrive and logistics tools. Create and update carrier tracking links and deal recordsβso you can update projects, log shipment URLs, and ship faster without manual spreadsheet updates.
How this automation creates trackable shipments
When deal tracking fields change, delays can break fulfillment visibility. This automation extracts a project token, builds carrier tracking URLs, and updates both project and deal recordsβso your team can ship with confidence.
Formatter by Zapieror swap with your favorite app
2.Find matching project record
Integrate Zapier Tables and record lookup tools to find your Projects table record to proceed with qualifying matches.
Zapier Tablesor swap with your favorite app
3.Determine carrier and build URL
Integrate Code by Zapier and carrier pattern rules to detect the carrier and build the tracking URL.
Code by Zapieror swap with your favorite app
4.Update project tracking fields
Integrate Zapier Tables and fulfillment logging tools to update the project record with the tracking URL and tracking value.
5.Update deal with carrier and URL
Integrate Pipedrive and deal data tools to update deal tracking URL fields and store the carrier name.
Pipedriveor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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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