1.Monitor new lead emails
Integrate Gmail, email inbox tools, and lead query filters to watch for new matching lead emails and trigger processing.
Create lead, person, and deal from email leads
Automatically catch new lead emails across Gmail and parse them through Formatter by Zapier into Pipedrive. Create and link person, lead, and deal records when emails match your lead queryβso you can route to the right owner, keep CRM data current, and start follow-up without manual data entry.
How this automation creates pipeline-ready records
When lead emails match your configured search, delays can stall outreach and contaminate contact data. This automation captures message details, extracts fields, and creates person, lead, and deal recordsβso your team can follow up fast.
Gmailor swap with your favorite app
2.Extract contact details
Integrate Formatter by Zapier, email parsing tools, and data formatting to extract email, phone, name, and address fields.
Formatter by Zapieror swap with your favorite app
3.Create person record
Integrate Pipedrive, CRM contacts, and team visibility tools to map extracted contact data and create a person record.
Pipedriveor swap with your favorite app
4.Create lead record
Integrate Pipedrive, sales pipeline stages, and CRM lead fields to create a lead linked to the person and set the intake stage.
5.Create linked deal
Integrate Pipedrive, deal pipelines, and ownership settings to create a deal linked to the new person and lead.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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