1.Find deal and contact
Integrate Pipedrive and CRM data to find the deal, map deal title, and centralize recipient references for outreach context.
Send nurture emails and schedule follow-ups for deals
Automatically detect deal stage changes across Pipedrive, SMTP by Zapier, Google Calendar, and Zapier Tables. Create and update follow-up work when deal enters email-marketing stage, stage change time captured, or deal moves into nurture path—so you can send nurture emails, schedule call activities, and log next steps without manual follow-up.
How this automation schedules follow-up next steps
When a deal enters the email-marketing stage but outreach and follow-up stay manual, timing gets missed and reps lose context. This automation finds deal contacts, sends nurture emails, creates call and calendar follow-ups, and logs reporting records—so your team can act on time.
Pipedriveor swap with your favorite app
2.Send email
Integrate SMTP by Zapier and email templates to send location-specific nurture emails and attach the configured brochure.
SMTP by Zapieror swap with your favorite app
3.Create call activity
Integrate Pipedrive and task scheduling to create a call activity, set the due date, and assign it to the deal owner.
4.Create event
Integrate Google Calendar and scheduling systems to create a follow-up event with deal context in the description.
Google Calendaror swap with your favorite app
5.Create record
Integrate Zapier Tables and reporting tables to create an Email Marketing row for next-email tracking and follow-up queuing.
Zapier Tablesor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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 — 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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