1.Monitors deal updated fields
Integrate Pipedrive to detect watched custom field changes for eligible deal updates.
Send onboarding form and log activity to CRM
Automatically monitor deal updates across Pipedrive CRM workflows and watch custom field changes. Send onboarding emails and log completed activities when a watched field updatesβso you can share deal context, reduce manual follow-up, and keep an audit trail without paperwork.
How this automation logs onboarding activity to your CRM
When watched deal fields change, manual outreach and activity notes can be delayed or missed. This automation filters qualifying deals, finds the right contact, sends the onboarding email, and creates completed deal activitiesβso your team can act with instant context.
Pipedriveor swap with your favorite app
2.Checks qualifying deal field
Integrate Filter by Zapier to continue only when the configured deal field matches the trigger value.
Filter by Zapieror swap with your favorite app
3.Finds deal person contact
Integrate Pipedrive to find the person from the deal reference and retrieve name and email.
4.Sends onboarding form email
Integrate Mailgun to send the onboarding form email to the mapped contact and include deal context.
Mailgunor swap with your favorite app
5.Creates completed deal activity
Integrate Pipedrive to create a completed activity on the deal with owner mapping for auditability.
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