1.Parses new email
Integrate Email Parser by Zapier, email parsing tools, and data mapping tools to extract contact fields and message body.
Update CRM contact and log email to deal
Automatically parse incoming client emails and keep CRM contact records current across Email Parser by Zapier and Pipedrive. Create and update when new email arrives, contact details parse, or message body is extractedβso you can update person records, pin email notes to deals, and reduce data entry without manual follow-up.
How this automation updates your deal context
When a new email lands but contact details and deal context are out of date, reps waste time on same-day follow-up. This automation parses messages, updates the matching person in your CRM, and creates a pinned note on the related dealβso your team can respond with confidence.
Email Parser by Zapieror swap with your favorite app
2.Pauses for 10 minutes
Integrate Delay by Zapier, workflow timing tools, and dedupe support to pause for 10 minutes before CRM lookup.
Delay by Zapieror swap with your favorite app
3.Finds person record
Integrate Pipedrive, CRM search tools, and contact lookup logic to find the matching person by email, then phone, then name.
Pipedriveor swap with your favorite app
4.Updates person details
Integrate Pipedrive, CRM update tools, and data normalization to update person fields with parsed name, email, and phone.
5.Creates deal note
Integrate Pipedrive, deal lookup tools, and note creation tools to find an active deal and pin the email body as a note.
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Step 1
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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
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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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