1.Monitors new inbound email
Integrate Email by Zapier and email parsing tools to use the incoming message as the source for parsing and note content.
Create deal and person from inbound candidate emails
Automatically parse new inbound candidate email details across Email by Zapier and Formatter by Zapier. Create and update when new inbound email arrives, inquiry subject appears, or candidate details changeβso you can create contacts, open deals, and attach inquiry notes without manual data entry.
How this automation creates pipeline from candidate inquiries
When new candidate emails arrive with important context, delays can cost consultant follow-up speed. This automation parses the inbound message, creates a person, and builds a deal with a linked noteβso your team can respond immediately.
Email by Zapieror swap with your favorite app
2.Splits and extracts contact fields
Integrate Formatter by Zapier and text extraction tools to split names and extract email and phone to format contact methods.
Formatter by Zapieror swap with your favorite app
3.Creates a person record
Integrate Pipedrive and CRM record systems to map the parsed name, email, and phone into a new person record.
Pipedriveor swap with your favorite app
4.Creates a new deal
Integrate Pipedrive and sales pipeline tracking to create a deal, set status to open, and associate it to the person.
5.Attaches a deal note
Integrate Pipedrive and CRM note tools to attach the original email body as a note on the new deal.
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Explore all contact management automations
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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