1.Detect new signup record
Integrate Airtable and CRM mapping tools to populate contact and company fields from each signup record.
Create new sales deal from signup record and assign owner
Automatically watch new signup rows in Airtable across CRM and sales tools. Create and update deals in Pipedrive when signup records land or matches are missingβso you can enrich contacts and organizations, open opportunities, and assign owners without manual CRM data entry.
How this automation creates new deals from signups
When new signup rows arrive and sit unprocessed, opportunities get delayed and pipeline visibility suffers. This automation maps signup fields, finds or creates org and people in Pipedrive, and creates an assigned deal in your pipelineβso your team can move faster.
Airtableor swap with your favorite app
2.Find or create organization
Integrate Pipedrive and enrichment tools to find or create the organization by domain and name.
Pipedriveor swap with your favorite app
3.Find or create person
Integrate Pipedrive and contact enrichment tools to find or create the person by email and link to the org.
4.Create deal and assign owner
Integrate Pipedrive and pipeline tools to create the deal in the configured stage and assign the owner.
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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
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Allen Lai, Head of Customer Experience
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