1.Monitors new INBOX emails
Integrate Gmail and email inbox monitoring to trigger extraction for deal intake fields.
Create CRM deal and notify sales from insurer email
Automatically monitor new INBOX messages across Gmail for insurer deal intent. Create and update CRM deals, assign owners, and notify salesβso you can stop manual data entry, follow-up misses, and reporting gaps.
How this automation turns insurer emails into ready deals
When new insurer emails land in your INBOX, delays can stall deals and missed follow-ups. This automation extracts key fields, looks up owners, creates or finds people, and alerts salesβso your team can respond fast with clean CRM data.
Gmailor swap with your favorite app
2.Extracts key insurer email fields
Integrate Formatter by Zapier, parsing tools, and data mapping to extract email, phone, language, and product keyword fields.
Formatter by Zapieror swap with your favorite app
3.Looks up deal owner and row fields
Integrate Google Sheets and lookup tables to resolve an owner and prepare reporting row fields.
Google Sheetsor swap with your favorite app
4.Finds or creates a person
Integrate Pipedrive, contact matching, and enrichment tools to find by email and create the person when needed.
Pipedriveor swap with your favorite app
5.Creates deal and follow-up call
Integrate Pipedrive and CRM activity tools to create the deal, assign the owner, and schedule a call.
6.Sends sales channel deal notification
Integrate Slack and team messaging to alert the assigned owner and share the CRM deal link.
Slackor swap with your favorite app
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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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