1.Find person related to deal
Integrate Pipedrive and CRM data tools to look up the linked person for the new filtered deal.
Add new inquiry deals to marketing contact list
Automatically monitor new filtered deals across Pipedrive and Brevo. Add or update marketing contacts when filtered inquiry deals appear, linked persons change, or email matches, so you can look up people, clean phone numbers, and upsert contact records without manual list updates.
How this automation keeps your inquiry contacts current
When a new filtered deal arrives but contacts are not updated, outreach can miss the right people. This automation finds the related person, cleans the phone string, and adds or updates the contact in your Brevo marketing listβso your campaigns run reliably.
Pipedriveor swap with your favorite app
2.Clean phone string data
Integrate Formatter by Zapier, data cleaning tools, and validation systems to normalize and clean the phone number.
Formatter by Zapieror swap with your favorite app
3.Add or update contact record
Integrate Brevo and contact list tools to add or update the marketing contact with email and cleaned phone.
Brevoor 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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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