1.Detect updated spreadsheet row
Integrate Google Sheets and spreadsheet syncing tools to detect updated tracker rows and to map row identifiers and phone values for lookup.
Populate deal and owner details in your tracker
Automatically monitor updated spreadsheet rows in Google Sheets across CRM enrichment tools. Automatically populate deal and owner details when sheet row updates, phone values match, or file references resolveβso you can fill owner names, resolve deal IDs, and update tracker fields without manual lookup.
How this automation enriches deal and owner details in your tracker
When tracking rows update without accurate deal and owner values, reps lose time on manual lookups. This automation matches a person by phone, scans deals for the right file reference, and updates the tracker with owner and deal detailsβso your team can act faster.
Google Sheetsor swap with your favorite app
2.Find person by phone
Integrate Pipedrive and CRM enrichment tools to search for the person by phone and to return a person record or stop.
Pipedriveor swap with your favorite app
3.List deals for person
Integrate Pipedrive and data filtering tools to list deals for the matched person and pass the deals JSON forward for scanning.
4.Scan deals for file reference
Integrate Code by Zapier and analytics tools to scan returned deals for the file or folder reference and output the matched deal ID.
Code by Zapieror swap with your favorite app
5.Get deal by ID
Integrate Pipedrive and CRM record tools to fetch the deal by ID and to return owner name and required deal custom fields.
6.Update tracker row
Integrate Google Sheets and data mapping tools to update the spreadsheet row with owner names, deal details, and deal IDs.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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