1.Detect new or updated spreadsheet row
Integrate Google Sheets and spreadsheet intake tools to capture inquiry rows so you can route them for validation.
Create new patient lead and deal from updated row
Automatically monitor new or updated spreadsheet rows across Google Sheets, Webhooks by Zapier, and Pipedrive. Create and update when inquiry rows arrive, rows update, or phone fields change β so you can create contact records, open deals, and attach follow-up notes without manual CRM entry.
How this automation accelerates follow-up with new deals
When new spreadsheet inquiries arrive but contact details sit unverified, deals get delayed and follow-up falls through. This automation validates phone numbers and creates people, deals, and notes in Pipedriveβso your team can move faster.
Google Sheetsor swap with your favorite app
2.Validate phone and capture response
Integrate Webhooks by Zapier and phone validation services to POST phone data so you can store validation and country results.
Webhooks by Zapieror swap with your favorite app
3.Find or create person record
Integrate Pipedrive and contact matching tools to find by phone and create a new person so you can normalize lead identities.
Pipedriveor swap with your favorite app
4.Create and assign CRM deal
Integrate Pipedrive and CRM pipeline tools to create a deal with title and description so you can assign it to the right owner.
5.Create note attached to deal
Integrate Pipedrive and note-taking tools to create a note from inquiry details and validation summary so you can preserve context.
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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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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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