1.Watch promo-stage deal updates
Integrate Pipedrive and CRM data tools to detect the updated deal stage and to centralize promo-stage contact fields.
When a deal reaches the promotional stage, delays can stall timely follow-up. This automation prepares contact details and splits names and sends targeted promotional SMS and follow-up link messagesβso your team can respond at the right moment.
Integrate Pipedrive and CRM data tools to detect the updated deal stage and to centralize promo-stage contact fields.
Integrate Formatter by Zapier and templating tools to split full names into name parts for personalization tokens.
Integrate Podium and SMS delivery tools to send the promotional message to the mapped recipient phone using tokens.
Integrate Podium and SMS delivery tools to send an optional follow-up link-only message to the same recipient phone.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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.