1.Detect new lead row
Integrate Zapier Tables and data capture tools to watch for new records and route them into CRM processing.
Create CRM deal and assign urgent follow-up task
Automatically create CRM contact and deals from new lead rows across Zapier Tables and Pipedrive. Instantly prioritize outreach by sending a direct message, then create deals and schedule call activities so you can assign urgent follow-up and log IDs without manual CRM work.
How this automation creates CRM deals and urgent follow-up
When new lead rows arrive without an urgent next step, follow-ups can slip and deals can stall. This automation sends owner direct messages, creates or finds CRM records and call activities, and updates the source rowβso your team can act fast and keep data consistent.
Zapier Tablesor swap with your favorite app
2.Send direct message to owner
Integrate Slack and messaging templates to send a direct message to the configured owner based on lead urgency.
Slackor swap with your favorite app
3.Find or create person
Integrate Pipedrive and contact management tools to find by email or create a new person and populate fields.
Pipedriveor swap with your favorite app
4.Create deal and schedule call
Integrate Pipedrive and sales pipeline tools to create a deal and a same-day call activity tied to it.
5.Add or update contact
Integrate LeadConnector and CRM tagging tools to add or update the contact, set tags, and link the deal ID.
LeadConnectoror swap with your favorite app
6.Update intake record
Integrate Zapier Tables and database update tools to write the CRM deal ID back and clear intake flags.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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
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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Jacob Sirrs, Marketing Operations Specialist
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