1.Triggers on new deal creation
Integrate Pipedrive and CRM workflows to detect new deal creation to start deal enrichment.
Add researched property notes to new deal records
Automatically monitor new deal records in Pipedrive and enrich them across Formatter by Zapier and AI by Zapier. Create and update deal notes when deal created, address provided, or pipeline matchesβso you can look up borough codes, parse addresses, and attach property notes without manual address cleanup.
How this automation enriches your deal records
When a new deal is created in Pipedrive without clean address fields, follow-up slows down and notes stay inconsistent. This automation looks up borough codes and parses address data, then creates deal notes with public verification linksβso your team can verify markets faster.
Pipedriveor swap with your favorite app
2.Looks up borough code
Integrate Formatter by Zapier and lookup tables to convert deal sublocality into borough code to populate mapping.
Formatter by Zapieror swap with your favorite app
3.Parses and normalizes address
Integrate AI by Zapier and address normalization tools to extract street parts and zip to build an address for notes.
AI by Zapieror swap with your favorite app
4.Normalizes directional prefixes
Integrate AI by Zapier and address formatting tools to expand directional prefixes and create url safe tokens to generate verification links.
5.Creates note on the deal
Integrate Pipedrive and note templates to create a consolidated property note with search links to enrich the deal record.
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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
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