1.Detect new won deal
Integrate Pipedrive and CRM data pipelines to trigger on won deals in your configured filter and prepare buyer context.
When won deals enter a configured filter, manual follow-up can miss the best window for buyer feedback. This automation maps buyer details in Pipedrive, waits ten days, and sends a personalized Gmail review requestβso your team can capture reviews without chasing timing.
Integrate Pipedrive and CRM data pipelines to trigger on won deals in your configured filter and prepare buyer context.
Integrate Pipedrive and CRM data pipelines to find the person by referenced ID and output buyer email and full name.
Integrate Delay by Zapier and workflow deduping to wait 10 days using the deal ID as the dedupe key before sending.
Integrate Formatter by Zapier and data formatting to transform the full name and extract the first token for personalization.
Integrate Gmail and email sending to send a personalized review request and log the subject and send timestamp back to Pipedrive.
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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
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Rishi Shah, CEO and Co-Founder
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