1.Detects new deal events
Integrate Pipedrive to catch new deal or deal updated events and trigger enrichment for qualification.
Enrich organization and contact details on new deal
Automatically enrich organization and contact details across Pipedrive with Formatter by Zapier and Clearbit when new deal or deal updated events fire. Create and update company and person records, then advance the deal stage without manual reporting for qualification and routing.
How this automation accelerates deal qualification for CRM records
When new deal events fire in Pipedrive, delayed enrichment can slow qualification and misroute leads. This automation extracts domains and enriches records and updates deal title and stageβso your team can qualify and route leads immediately.
Pipedriveor swap with your favorite app
2.Extracts domain from email
Integrate Formatter by Zapier and parsing tools to split the email domain and extract the lookup domain.
Formatter by Zapieror swap with your favorite app
3.Skips freemail domains
Integrate Filter by Zapier and rules engines to skip freemail domains and continue only for corporate domains.
Filter by Zapieror swap with your favorite app
4.Enriches company details by domain
Integrate Clearbit and enrichment lookups to return industry, tech stack, description, and other firmographic fields.
Clearbitor swap with your favorite app
5.Creates or finds organization
Integrate Pipedrive and CRM records to find or create the organization using enrichment fields like name and website.
6.Updates person and deal
Integrate Pipedrive and CRM updates to map phone and title to the person and advance the deal stage.
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Strengthen CRM records with automated lead enrichment, field updates, and contact routing
Set up in minutes
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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!)
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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.
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