1.Find matching lead
Integrate Intercom and CRM matching tools to locate the corresponding lead record from the conversation author id to route next steps.
Create CRM lead and post channel alert to sales
Automatically monitor new closed conversations across Intercom, Code by Zapier, Pipedrive, and Slack. Create and update when closed conversations arrive, author contact matches, or a missing person is detectedβso you can create people records, create deal records, and post sales alerts without manual data entry.
How this automation accelerates your follow-up
When new closed conversations happen, leads can slip through and sales follow-up delays pile up. This automation searches for matching people, creates or updates deals, and posts channel alertsβso your team can respond while context is fresh.
Intercomor swap with your favorite app
2.Select routing and stage
Integrate Code by Zapier and rules logic to evaluate tags and metadata, then output the CRM stage id and sales channel choice.
Code by Zapieror swap with your favorite app
3.Find or create person
Integrate Pipedrive and contact fields to map name and emails or phones, then find or create the person and owner.
Pipedriveor swap with your favorite app
4.Find or create deal
Integrate Pipedrive and CRM records to find or create the deal, set the stage id, and attach conversation and UTM details.
5.Post sales channel message
Integrate Slack and notification messaging to post a contextual alert with links to the routed channel for quick follow-up.
Slackor swap with your favorite app
Automate your work, your way
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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
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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
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Jacob Sirrs, Marketing Operations Specialist
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