1.Catch hook event
Integrate Webhooks by Zapier and webhook handlers to capture trial and payment submissions to start record creation.
Create trial deal and contact from payment webhook
Automatically catch trial and payment webhooks across Webhooks by Zapier and Pipedrive. Create and update deals and people when trial payments arrive, external customer IDs are included, or source emails are presentβso you can enter CRM data without manual data entry.
How this automation creates trial deals automatically
When trial and payment webhooks come in, delays can stall onboarding and reporting. This automation finds or creates deals, finds or creates people, and updates deal stagesβso your team can move trials forward without manual entry.
Webhooks by Zapieror swap with your favorite app
2.Find or create deal
Integrate Pipedrive and CRM pipelines to search by external customer ID, or create a new deal to map trial fields.
Pipedriveor swap with your favorite app
3.Find or create person
Integrate Pipedrive and contact management to search by email, or create a new person to map submission contact fields.
4.Update deal record
Integrate Pipedrive and CRM data mapping to link the person to the deal, map submission fields, and keep the trial stage.
5.Advance qualifying deal stage
Integrate Filter by Zapier and domain checks to continue only qualifying records and advance the deal to the downstream stage.
Filter by Zapieror swap with your favorite app
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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
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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!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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