1.Monitor new person in filtered view
Integrate Pipedrive and lead filters to capture person fields like email, name, phone, job title, owner, and org id to qualify records.
Add new CRM people to marketing leads list
Automatically monitor new people in filtered view across Pipedrive, Filter by Zapier, Formatter by Zapier, and RD Station. Create and update when new filtered contacts match, email is present, or org id is availableβso you can create marketing leads, normalize job titles, and enrich company details without manual lead list building.
How this automation accelerates campaign-ready leads
When new people enter a configured Pipedrive filter, delays can cost campaign timing and lead quality. This automation captures and filters qualifying records, normalizes job titles and company attributes, and creates RD Station conversion leadsβso your team can launch outreach faster.
Pipedriveor swap with your favorite app
2.Filters to qualifying records
Integrate Filter by Zapier and data validation tools to require a present email and exclude disqualified owners to continue automation.
Filter by Zapieror swap with your favorite app
3.Normalizes job title buckets
Integrate Formatter by Zapier and lookup tables to map source job titles into preferred targeting buckets to standardize targeting fields.
Formatter by Zapieror swap with your favorite app
4.Looks up organization attributes
Integrate Pipedrive and org data tools to search by org id and map company name and size attributes to enrich lead context.
5.Creates conversion lead
Integrate RD Station and CRM fields to create a conversion lead with tags, phone, normalized job title, and company size for downstream reporting.
RD Stationor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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