1.Detects new deal in filter
Integrate Pipedrive to catch new deals in your configured filter to start the review outreach flow.
When a new deal matches your review-target filter, waiting for manual outreach delays feedback and hurts response rates. This automation finds the linked person, sends an initial review request, and then sends a follow-up if the review flag stays unsetβso your team can collect reviews faster.
Integrate Pipedrive to catch new deals in your configured filter to start the review outreach flow.
Integrate Pipedrive and CRM lookups to find the linked person and retrieve email and first name for outreach.
Integrate Gmail and email templates to send the initial review request with the review-site links and greeting.
Integrate Delay by Zapier and scheduling tools to pause the workflow for one week before checking review status.
Integrate Pipedrive and CRM fields to re-fetch the deal record by its reference and get the review flag.
Integrate Filter by Zapier and conditional logic to continue only when the review flag is not set.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.