1.Monitors matching invitation emails
Integrate Gmail and email parsing tools to watch for booking invitation messages that match your search and trigger downstream parsing.
Create CRM deal and contact from booking invitation email
Automatically watch for booking invitation messages in Gmail and parse them across CRM and email tools. Create and update when attendee details and company names are extractedβso you can create organizations, add contacts, and open deals without manual CRM data entry.
How this automation accelerates your deal follow-up
When booking invitation emails arrive, delays can stall outreach and reduce response rates. This automation parses booking invitation content and creates organization, person, and deal recordsβso your team can follow up fast without manual data entry.
Gmailor swap with your favorite app
2.Runs Python to extract fields
Integrate Code by Zapier and HTML parsing tools to map the email HTML body and extract attendee name, attendee email, and company name.
Code by Zapieror swap with your favorite app
3.Creates organization in Pipedrive
Integrate Pipedrive and CRM record workflows to create an organization from the parsed company name when it is present.
Pipedriveor swap with your favorite app
4.Creates person and links org
Integrate Pipedrive and CRM record workflows to create a person from parsed attendee name and email and link to the organization when available.
5.Creates deal with pipeline stage
Integrate Pipedrive and CRM pipeline management to create a deal using the created organization and person, including pipeline, stage, and open status.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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
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