1.Detect new inbox email
Integrate Gmail, email routing tools, and thread metadata to detect new inbox emails for activity logging
Update contact and deal records from inbound email thread
Automatically map inbound email replies to existing CRM contacts across Gmail and Pipedrive. Update the right person fields and related deal engagement automaticallyβso you can protect activity logging and avoid manual contact updates, deal changes, and follow-up tracking.
How this automation updates contact and deal records
When new email threads arrive, manual lookups can delay engagement updates across contacts and deals. This automation maps inbound replies to the right CRM person, updates contact fields, and updates the related deal stageβso your team sees current activity.
Gmailor swap with your favorite app
2.Find matching person by email
Integrate Pipedrive and CRM lookup tools to find a person record by sender email for updates
Pipedriveor swap with your favorite app
3.Continue only when person exists
Integrate Filter by Zapier and record validation rules to continue only when a matching person record exists
Filter by Zapieror swap with your favorite app
4.Update person contact fields
Integrate Pipedrive and CRM field mapping tools to update contact fields from the reply
5.Find related open deals
Integrate Pipedrive and pipeline filtering tools to find related open deals for the contact
6.Update deal stage from reply
Integrate Pipedrive and deal pipeline tools to update the deal stage from reply engagement status
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Explore all activity logging automations
Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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.
See how teams are automating with Zapier (and loving it!)
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
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