1.New approval query row
Integrate Snowflake and data warehouses to capture approval SQL output and approval valuation fields to trigger deal enrichment.
Update approved deal records from approval feed into CRM
Automatically detect new approval query rows across Snowflake and Pipedrive. Create and update deal fields, compute adjustment percent, and alert ops when no matching deal existsβso you can avoid manual data cleanup.
How this automation enriches your approved deal records
When an approval query produces a new row, records can stay incomplete and teams lose time chasing valuation details. This automation calculates adjustment percent and updates matching deals, then alerts Slack for missing matchesβso your team keeps CRM data current.
Snowflakeor swap with your favorite app
2.Calculate adjustment percent
Integrate Formatter by Zapier and calculations tools to compute adjustment percent from adjusted and estimated price fields to prepare pricing fields.
Formatter by Zapieror swap with your favorite app
3.Find matching deal
Integrate Pipedrive and CRM search to locate the approved deal by the configured deal link field to proceed on match.
Pipedriveor swap with your favorite app
4.Update deal fields
Integrate Pipedrive and CRM record updates to map approval and property values into deal fields to save the enrichment.
5.Alert on no match
Integrate Slack and notification tools to send a channel alert with the transaction link and address to flag missing deals.
Slackor swap with your favorite app
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Step 1
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