1.Monitors new inbound email
Integrate Email by Zapier, inbox routing, and capture tools to detect new inbound email and trigger CRM entry.
Create CRM lead and deal from inbound inquiries
Automatically create CRM contacts and open deals across Pipedrive and Email by Zapier. Turn every new inbound email into follow-up-ready recordsβso you can capture inquiry context, assign owners, and reduce manual data entry without paperwork.
How this automation creates follow-up ready CRM records
When new inbound email arrives, lead context gets stuck and follow-up slows down. This automation finds or creates a person, creates an open deal, and adds a follow-up activityβso your team can respond with full context.
Email by Zapieror swap with your favorite app
2.Finds or creates person
Integrate Pipedrive, contact matching, and CRM mapping tools to find or create a person and store inquiry context.
Pipedriveor swap with your favorite app
3.Creates deal from inquiry
Integrate Pipedrive, pipeline settings, and notes capture to create an open deal and copy inquiry details into notes.
4.Schedules follow-up activity
Integrate Pipedrive and task scheduling tools to create a follow-up activity linked to the deal and person.
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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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