1.Monitor new contact creation
Integrate Salesforce and CRM tools to watch for new contact records and start deal tracker matching.
Add or update new leads in deal tracker
Automatically monitor new contact records across Salesforce and Google Sheets. Create and update when qualifying contacts are detected or emails normalize or matches are foundβso you can protect data accuracy, update lead source details, and keep deal tracking current without manual data entry.
How this automation keeps your deal tracker accurate
When new contacts land in your CRM, delays can block sales follow-up and cause messy, mismatched tracking. This automation filters qualifying contacts, normalizes lead fields, and upserts tracker rows in Google Sheetsβso your team can act on clean deal data immediately.
Salesforceor swap with your favorite app
2.Continue only for qualifying contacts
Integrate Filter by Zapier and contact filtering tools to continue only when contact type and status qualify.
Filter by Zapieror swap with your favorite app
3.Normalize email and map lead source
Integrate Formatter by Zapier and data normalization tools to lowercase emails and map lead source values.
Formatter by Zapieror swap with your favorite app
4.Look up existing tracker row by CRM ID
Integrate Google Sheets and spreadsheet lookup tools to find a matching tracker row by CRM record ID.
Google Sheetsor swap with your favorite app
5.Upsert tracker row with mapped fields
Integrate Google Sheets and spreadsheet update tools to update matched rows or create new ones with mapped fields.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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