1.Updated Spreadsheet Row
Detects when a spreadsheet row is updated to start enrichment.
Update sheet with matched CRM deal and owner
Automatically enrich updated spreadsheet rows across Google Sheets, Filter by Zapier, Formatter by Zapier, and Pipedrive. Update the sheet with matched deal stage, owner, and contact name when processed flags flip, statuses qualify, or rows get editedβso you can format values, match deals, and fill owners without manual spreadsheet updates.
How this automation updates your CRM data
When a spreadsheet row updates, missed matches can leave deal stages and owners out of sync. This automation filters qualifying rows and enriches them with matched deal and person detailsβso your team can keep CRM data accurate without manual updates.
Google Sheetsor swap with your favorite app
2.Continue only for qualifying rows
Skips rows that are already processed or do not meet the qualifying criteria.
Filter by Zapieror swap with your favorite app
3.Normalize phone or reference values
Formats the source phone or reference into a reliable search term for matching.
Formatter by Zapieror swap with your favorite app
4.Find matching deal
Searches for the deal using the normalized term and returns deal stage and owner IDs.
Pipedriveor swap with your favorite app
5.Find person and owner
Looks up the primary person and owner details to return human readable names.
6.Update the existing row
Writes stage, owner, contact name, and sets the processed flag to Done.
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Step 1
Connect your tools
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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
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