1.Detect new organization in filter
Integrate Pipedrive to watch for new organizations that match your configured filter conditions.
Create leads for Tier two organizations lacking deals
Automatically monitor new organizations in Pipedrive and route them across your lead workflow. Create and update when organizations enter the filter or deals are missing or duplicates are detectedβso you can create leads, update deal labels, and log duplicate activities without manual follow-up.
How this automation creates qualified leads for tier two accounts
When new organizations match your configured CRM filter, missing deals can stall pipeline growth and create duplicate work for ops. This automation searches for existing deals, creates or updates leads and deal labels, and logs duplicate entry activitiesβso your team can keep tier two accounts moving.
Pipedriveor swap with your favorite app
2.Search for deals by organization
Integrate Pipedrive and CRM search tools to determine whether a deal exists for each organization.
3.Filter qualifying records
Integrate Zapier filters to continue only when the deal lookup finds no matching deal or a deal does exist.
Filter by Zapieror swap with your favorite app
4.Create lead for no deal path
Integrate Pipedrive and CRM fields to create a lead, link it to the organization, and apply tier labels.
5.Update deal and log duplicate activity
Integrate Pipedrive and task tracking to update tier tags and log an activity for ops review.
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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
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Jacob Sirrs, Marketing Operations Specialist
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