1.Monitor new activity in filter
Integrate Pipedrive and CRM activity tools to detect deal-linked activities and create an event to log
Send deal activity alerts and log to sheet
Automatically monitor new CRM activities across Pipedrive and email the record owner with context. Create worksheet rows, resolve owner emails, and send deal activity alerts when activities match your configured filterβso you can act without manual follow-up.
How this automation records deal activity context
When flagged CRM activities appear without clear ownership context, follow-up slips. This automation monitors filtered activities, creates worksheet rows and emails record ownersβso your team can respond with timely deal context.
Pipedriveor swap with your favorite app
2.Create spreadsheet row
Integrate Google Sheets and mapping data tools to create a new row for the activity and reference
Google Sheetsor swap with your favorite app
3.Find user by owner id
Integrate Pipedrive and CRM user lookup tools to find the matching owner email and map owner id
4.Send email to owner
Integrate Gmail and email templates to send deal activity context to the owner and notify immediately
Gmailor swap with your favorite app
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