1.Starts sub-zap with incoming lead payload
Integrate Sub-Zap by Zapier and lead capture tools to trigger processing of incoming lead payloads and route them to CRM steps.
Create sales deal and contact from lead submission
Automatically map lead payloads to contacts across Pipedrive and Zapier apps. Create and update deals and owner history when lead payload starts, new lead submission arrives, or lead details force assignmentβso you can create contacts, assign owners, and launch deals without manual follow-up.
How this automation creates ready-to-work deal records
When an incoming lead payload starts, delays can stall outreach and reduce conversion. This automation finds or creates contacts and assigns a regional owner while creating deals and pinned notesβso your team can act fast.
Sub-Zap by Zapieror swap with your favorite app
2.Find or create person by email
Integrate Pipedrive and CRM workflows to match by email and create a new person when needed.
Pipedriveor swap with your favorite app
3.Chooses regional owner id
Integrate Code by Zapier and logic tools to select a regional owner based on forced assignment or rotation rules.
Code by Zapieror swap with your favorite app
4.Reads and updates assignment history
Integrate Storage by Zapier and data storage tools to read recent assignment state and write back the chosen owner id.
Storage by Zapieror swap with your favorite app
5.Creates deal with pinned lead note
Integrate Pipedrive and sales pipeline tools to create a deal, associate the person, and add a pinned note with lead details.
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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
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