1.Monitors new spreadsheet row leads
Integrate Google Sheets and spreadsheet tools to watch for a new row and pass lead fields to downstream steps.
Assign new spreadsheet leads to owner and notify team
Automatically monitor new spreadsheet row entries across Google Sheets and CRM tools. Create and update when leads landβso you can assign deal owners, align organization ownership, and notify the new owner without manual follow-up.
How this automation accelerates lead handoffs
When a new spreadsheet row appears in your configured worksheet, leads can sit unassigned and follow-up slows. This automation updates deal ownership and organization ownership and sends a Slack messageβso your team can act fast.
Google Sheetsor swap with your favorite app
2.Updates deal ownership
Integrate Pipedrive and CRM systems to update the deal owner from the owner reference and set pipeline context.
Pipedriveor swap with your favorite app
3.Updates organization ownership
Integrate Pipedrive and CRM systems to update the organization owner using the organization reference and owner reference.
4.Finds team user identifier
Integrate Zapier Tables and team directories to look up the Slack or user identifier by owner email for routing.
Zapier Tablesor swap with your favorite app
5.Sends channel message
Integrate Slack and notification channels to post a contextual message mentioning the matched user and including deal details.
Slackor swap with your favorite app
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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
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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