1.Captures new pitch deck visit
Integrate DocSend and CRM activity tools to capture visit metadata and map fields to activity context to log the visit.
Update investor status when they view your pitch deck
Automatically monitor new pitch deck visits across DocSend, Formatter by Zapier, Notion, and Slack. Instantly update investor records and alert your teamβso you can prioritize outreach, verify high intent, and eliminate manual logging when pitch deck opens, visit metadata arrives, or viewer email matches.
How this automation updates investor status from pitch views
When a pitch deck view goes unlogged, investor follow-up loses momentum and insight. This automation captures visit metadata, enriches contact records, and notifies the teamβso your team can prioritize outreach immediately.
DocSendor swap with your favorite app
2.Extracts visitor email domain
Integrate Formatter by Zapier and data parsing tools to split visitor email and output a domain value to enrich contact fields.
Formatter by Zapieror swap with your favorite app
3.Finds matching contact record
Integrate Notion and CRM contacts tooling to search by contact email and continue only for qualifying records to locate the investor.
Notionor swap with your favorite app
4.Updates investor status and notes
Integrate Notion and CRM activity logging to update status, set website reference, and add timestamped visit notes to reflect the latest engagement.
5.Notifies the sales team
Integrate Slack and messaging tools to send a channel message with doc title, domain, and visit link to prompt same-day outreach.
Slackor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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