1.Catch new lead payload
Integrate Webhooks by Zapier and lead intake payload parsing to capture core lead fields for deal creation.
Create seller deal from new lead with notes
Automatically catch new lead payloads across Webhooks by Zapier and REI Pebble. Create seller deals and add deal remarks when lead payloads arrive, full name matching fails, or deal details are enrichedβso you can speed outreach, keep seller stages accurate, and arm reps with context without manual CRM entry.
How this automation creates seller deals faster
When new lead payloads hit the Catch Hook, reps can wait on manual CRM entry and miss the outreach window. This automation finds or creates seller deal records and adds deal remarksβso your team can respond with complete context quickly.
Webhooks by Zapieror swap with your favorite app
2.Find matching seller deal
Integrate REI Pebble and seller board search tools to look up deals by full name and open stage.
REI Pebbleor swap with your favorite app
3.Create seller deal
Integrate REI Pebble and CRM record mapping to create a deal record and place it into the seller board and stage.
4.Create deal remark
Integrate REI Pebble and note generation to add remarks with address, campaign source, phone, and conversation link.
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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.
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