1.Detects new email opened event
Integrate Instantly to detect email opened events and pass lead identifiers into the workflow.
Create CRM deals from email opens with enrichment
Automatically catch email opened events across Zapier Tables, Google Sheets, Pipedrive, and Slack. Create and update when missing records are enriched, open deals are created, and reps are alertedβso you can protect against manual data entry.
How this automation accelerates your open deal creation
When an email opened event is detected, leads can be missed while reps wait for manual CRM updates. This automation enriches lead details, finds or creates records, and creates open deals and alerts your teamβso your team can act immediately.
Instantlyor swap with your favorite app
2.Finds deduped table record
Integrate Zapier Tables and database tools to find record by email and event type to avoid duplicates.
Zapier Tablesor swap with your favorite app
3.Looks up enrichment worksheet rows
Integrate Google Sheets and enrichment sheets to query by email and map returned fields into your workflow output.
Google Sheetsor swap with your favorite app
4.Creates deal in pipeline
Integrate Pipedrive and CRM pipelines to create or find organization and person, then create an open deal.
Pipedriveor swap with your favorite app
5.Sends Slack alert to sales team
Integrate Slack and team messaging to send a templated alert with enrichment summary and the new 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
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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