1.New email matching search
Integrate Gmail, email ingestion tools, and routing filters to pass raw body and subject to the workflow for processing input.
Create CRM lead and deal from inquiry emails
Automatically monitor new email matching search messages across Gmail. Create structured CRM records and notes when inquiry emails arrive, subject lines match, or qualifying keywords appearβso you can create organizations, capture contacts, and log deals without manual data entry.
How this automation turns inquiries into CRM deals
When new email matching search appears in Gmail, manual follow-up can lag and CRM data stays inconsistent. This automation extracts structured JSON from emails and creates Pipedrive organization, person, deal, and note recordsβso you can respond faster.
Gmailor swap with your favorite app
2.Extracts structured JSON
Integrate ChatGPT (OpenAI) and AI parsing tools to extract a JSON object from the email for lead field generation.
ChatGPT (OpenAI)or swap with your favorite app
3.Parses JSON into fields
Integrate Formatter by Zapier and data formatting tools to parse JSON fields into name, email, phone, and message outputs.
Formatter by Zapieror swap with your favorite app
4.Creates records and note
Integrate Pipedrive and CRM pipeline setup to create organization, person, and deals, then attach the email message as a note.
Pipedriveor 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
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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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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.
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