1.Catches new inbound email
Integrate Email by Zapier and email parsing tools to capture the incoming message and pass subject and body for processing.
Create CRM deal and contact from matching email
Automatically monitor new inbound email intake across Email by Zapier and CRM tools. Create and update when contact details are extracted or a matching record is foundβso you can extract contact fields, update CRM people, and create open deals without manual follow-up.
How this automation creates open deals for faster follow-up
When new inbound emails arrive, prospects can go unanswered while teams copy data into the CRM. This automation catches inbound messages, extracts contact details, upserts people, and creates an open dealβso your team can follow up quickly.
Email by Zapieror swap with your favorite app
2.Extracts contact fields from message
Integrate Formatter by Zapier, text extraction tools, and CRM mapping to extract name, email, phone, and location from the email body.
Formatter by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive and CRM lookup tools to search for an existing person matching the extracted email.
Pipedriveor swap with your favorite app
4.Creates or updates person record
Integrate Pipedrive and CRM contact matching tools to create a new person or update the existing contact with extracted fields.
5.Creates open deal for follow-up
Integrate Pipedrive and pipeline tracking tools to create an open deal linked to the person and set pipeline and stage.
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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.
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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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