1.Search deal for activity
Integrate Pipedrive and CRM tools to locate the referenced deal and map the activity to the deal record.
Update listing status and notify broker with photos
Automatically monitor new listing setup activity in Pipedrive across Zapier Tables and Slack. Post photo access to brokers, update deal status, and log the setup fee so operations stay accurate without manual follow-up.
How this automation updates listing status and fee records
When listing setup activities arrive but deal and fee records are not updated, brokers miss timely photo access. This automation searches the deal, maps it to the transaction row, posts a broker message with photo links, and updates both deal status and fee notesβso your team stays aligned.
Pipedriveor swap with your favorite app
2.Find transaction record
Integrate Zapier Tables and database lookup tools to locate the transaction folder row by deal ID and listing type.
Zapier Tablesor swap with your favorite app
3.Send broker photo notice
Integrate Slack and messaging tools to post a broker-facing message with a listing photo link and preview image URL.
Slackor swap with your favorite app
4.Update deal status
Integrate Pipedrive and CRM fields to set the deal status to the marketing or processing stage and save status notes.
5.Update setup fee record
Integrate Zapier Tables and transaction tables to write the setup fee amount and record the fee posting note.
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Simplify listing updates with automated status changes, listing publishing, and record routing
Set up in minutes
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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
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Marcelo Lebre, Co-Founder
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