1.Detect deal updated and pass deal ID
Integrate Pipedrive to detect a Deal updated event and to pass the deal ID for downstream lookups.
Update deal records with primary contact details for reps
Automatically monitor deal updates across Pipedrive CRM records. Update deal contact fields when deal changes, person lookups complete, or primary contact data is availableβso you can overwrite phone and email and keep reps aligned without manual data entry.
How this automation enriches deal records with rep-ready contacts
When deals change but contact details stay outdated, reps lose speed and deals stall. This automation maps primary person fields onto updated deal records and overwrites stale contact valuesβso your team sees phone and email at a glanceβwithout manual copying.
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2.Find the deal by ID
Integrate Pipedrive and CRM record retrieval tools to look up the Deal by ID and load current deal data.
3.Find the person by ID
Integrate Pipedrive and contact databases to find the Person by ID and retrieve primary contact fields.
4.Update deal with primary contact fields
Integrate Pipedrive and CRM contact mapping tools to update the Deal with primary phone, email, and display name.
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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
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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