1.Catch Hook incoming deal payload
Integrate Webhooks by Zapier and field mapping tools to receive the incoming deal webhook and map identifiers and submission fields for lookups.
Create external lead record from incoming CRM deal webhook
Automatically catch incoming deal payloads across Webhooks by Zapier and Pipedrive. Create and update when deal webhook arrives, deal reference appears, or submission fields changeβso you can create external lead records, format phone numbers, and log CRM notes without manual follow-up.
How this automation creates external lead records
When incoming deal payloads arrive, delays and errors can block fast outreach. This automation maps deal identifiers and sends lead data to your external system, then logs a CRM noteβso your team can access external records quickly.
Webhooks by Zapieror swap with your favorite app
2.Find deal and related records
Integrate Pipedrive and CRM lookup workflows to find the deal and related records by deal ID and map returned fields to variables.
Pipedriveor swap with your favorite app
3.Format phone number
Integrate Formatter by Zapier and phone formatting tools to format the returned phone field into E.164 or a normalized local format.
Formatter by Zapieror swap with your favorite app
4.POST to external lead API
Integrate Webhooks by Zapier and external lead API tools to send lead fields to your endpoint and capture the external lead ID or permalink.
5.Create CRM note
Integrate Pipedrive and note-taking tools to create a CRM note on the originating deal with the external lead permalink or ID.
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Step 1
Connect your tools
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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.
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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