1.Monitors new email lead alerts
Integrate Microsoft Outlook and email inbox tools to trigger on qualifying lead alert emails.
Create new CRM deals from lead notification emails
Automatically monitor new lead notification emails across Microsoft Outlook and Pipedrive. Create and update when lead alert emails match configured sender and subjectβso you can create deals, route to the right pipeline, and attach source notes without manual reporting.
How this automation accelerates your CRM deal creation
When new lead notification emails arrive in a configured inbox, delays can stall follow-up and miss pipeline timing. This automation filters qualifying messages, parses lead details, and creates or updates Pipedrive deals with pinned source notesβso your team can act immediately.
Microsoft Outlookor swap with your favorite app
2.Continues only for matching alerts
Integrate Filter by Zapier and notification rules to check sender and subject before processing.
Filter by Zapieror swap with your favorite app
3.Converts email body to plain text
Integrate Formatter by Zapier and email parsing tools to map the email body into cleaned readable text.
Formatter by Zapieror swap with your favorite app
4.Parses key lead fields from text
Integrate Code by Zapier and text parsing tools to extract identifier, company, contact name, and lead status.
Code by Zapieror swap with your favorite app
5.Finds or creates the person record
Integrate Pipedrive and CRM contact tools to match by email and create a new person when needed.
Pipedriveor swap with your favorite app
6.Creates deal and pins the source email
Integrate Pipedrive and CRM pipeline tools to create the deal, route stages, and attach the pinned note.
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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
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Marcelo Lebre, Co-Founder
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