1.Detect new email in inbox
Integrate Microsoft Outlook and inbox monitoring tools to watch for new messages and trigger downstream actions for activity logging.
Create deal and log request from incoming emails
Automatically monitor new email arrivals in Microsoft Outlook across Pipedrive. Create and update when qualifying B2B messages arriveβso you can create CRM people, link or create deals, and log follow-up activity without manual email follow-up.
How this automation speeds up deal follow-up
When new inbound emails land in a monitored inbox, reps can miss context and delay next steps. This automation captures qualifying messages and uses Pipedrive to find or create people, create or link deals, and log follow-up activityβso your team can move faster.
Microsoft Outlookor swap with your favorite app
2.Filter qualifying messages
Integrate Filter by Zapier and email filtering rules to continue only for qualifying messages based on sender criteria.
Filter by Zapieror swap with your favorite app
3.Find or create person
Integrate Pipedrive and CRM contact tools to map sender details into a matching person record, or create one.
Pipedriveor swap with your favorite app
4.Find deals by person
Integrate Pipedrive and deal search tools to locate the first matching deal for the identified person.
5.Create deal when missing
Integrate Pipedrive and pipeline configuration tools to create a new deal when no matching deal exists.
6.Create linked activity
Integrate Pipedrive and activity logging tools to create an activity note, link it to the deal, and assign an owner.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
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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.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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