1.Monitor new or updated deal
Integrate Pipedrive and CRM pipelines to map deal contact and address fields to standardized variables.
Create customer and location records from new deals
Automatically monitor new or updated deals across Pipedrive and ServiceTitan. Create and update when deals are added, updated, or contacts changeβso you can normalize contact and address data, validate zip entries, and sync customer and location records without manual data cleanup.
How this automation protects customer and location accuracy
When new or updated deals happen, mismatched contacts and unvalidated addresses can slow follow-up and create duplicate records. This automation maps contact fields, normalizes and validates zip data, then creates or updates customer and location records and logs sync statusβso your team can reduce manual rework.
Pipedriveor swap with your favorite app
2.Normalize contact and address
Integrate Formatter by Zapier and data formatting tools to normalize source zip and email into clean outputs.
Formatter by Zapieror swap with your favorite app
3.Find zip verification record
Integrate Zapier Tables and lookup tools to search the zip verification table and return city and state matches.
Zapier Tablesor swap with your favorite app
4.Search then create customer
Integrate ServiceTitan and customer record tools to search by phone and name, then create customer and location records.
ServiceTitanor swap with your favorite app
5.Create sync status log row
Integrate Zapier Tables and reporting tools to create a log row that maps the deal reference to sync status.
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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
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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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