1.Reads updated spreadsheet row
Integrate Google Sheets and spreadsheets to map submission fields into variables for deal creation and routing decisions.
Create CRM deal from updated spreadsheet row and alert owner
Automatically monitor updated spreadsheet rows across Google Sheets and Streak. Create and update CRM deals, notify assigned owners by email, and log rejected deals and spreadsheet outcomes when a row updates, a row is modified, or submission scores shiftβso you can reduce duplicate deals and speed up outreach.
How this automation accelerates deal setup
When an updated spreadsheet row is received, manual CRM data entry slows outreach and increases duplicate risks. This automation maps fields, creates or edits CRM deals, sends owner emails, and logs rejectsβso your team can launch follow-up faster.
Google Sheetsor swap with your favorite app
2.Searches for existing deal
Integrate Streak and CRM pipeline tools to find an existing deal by company name so duplicates are avoided.
Streakor swap with your favorite app
3.Checks location exclusion and name
Integrate AI by Zapier and validation tools to test location against exclusion rules and refine names when needed.
AI by Zapieror swap with your favorite app
4.Creates or edits CRM deal
Integrate Streak and CRM pipeline tools to create or edit the deal box and assign the configured owner.
5.Emails the assigned owner
Integrate Gmail and outreach templates to send a templated email to the assigned owner with mapped pitch links.
Gmailor swap with your favorite app
6.Logs rejected deals and updates status
Integrate Zapier Tables, Google Sheets, and reporting records to log rejects when exclude is true or scores fail.
Zapier Tablesor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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