1.Monitors new or updated deals
Integrate Pipedrive and CRM metadata to capture the new or updated deal and origin details to start routing.
Assign incoming site leads to next available consultant
Automatically detect new or updated Pipedrive deals across Pipedrive. Get instant routing when deal created or deal updated or origin metadata changesβso you can qualify leads, rotate consultants, and update ownership without manual routing.
How this automation rotates your lead ownership
When new or updated deals hit Pipedrive, leads can sit unassigned while your team sorts who should contact them. This automation filters records, calculates the next consultant, and updates deal ownershipβso your team can follow up faster.
Pipedriveor swap with your favorite app
2.Filters qualifying consumer deals
Integrate Filter by Zapier and lead qualification rules to continue only for individual leads, website origin, and eligible owners.
Filter by Zapieror swap with your favorite app
3.Increments shared rotation index
Integrate Storage by Zapier and shared counters to read and increment the rotation counter used to pick the next consultant.
Storage by Zapieror swap with your favorite app
4.Selects the next consultant
Integrate Formatter by Zapier and routing logic to compute the modulo rotation and select one consultant from your roster.
Formatter by Zapieror swap with your favorite app
5.Updates deal owner and visibility
Integrate Pipedrive and CRM fields to map the chosen consultant to deal owner, set origin and visibility, and add notes.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
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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.
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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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