1.Maps row fields for CRM updates
Integrate Google Sheets and spreadsheets to map phone values, deal id, and routing tags for CRM entry.
Update CRM deal and notify owner from spreadsheet
Automatically monitor new or updated spreadsheet rows across Google Sheets and Pipedrive. Create and update when phone values change or country results appear so you can enrich contacts, update deals, and email owners without manual data entry.
How this automation reopens and routes deals faster
When spreadsheet updates land without timely CRM changes, deals stay stalled and owners miss the moment to follow up. This automation maps row fields, enriches phone country, updates Pipedrive records, and emails deal ownersβso your team can act immediately.
Google Sheetsor swap with your favorite app
2.Looks up phone country result
Integrate Webhooks by Zapier and phone lookup tools to post phone values and capture country results.
Webhooks by Zapieror swap with your favorite app
3.Skips rows missing phone or country
Integrate Filter by Zapier and routing rules to continue only when phone values or country results exist.
Filter by Zapieror swap with your favorite app
4.Finds person and merges details
Integrate Pipedrive and CRM data tools to find a person by phone and update or create contact fields.
Pipedriveor swap with your favorite app
5.Updates deal status and owner
Integrate Pipedrive and CRM records to update deal country, reopen status, and assign using matched owner id.
6.Emails owner about the reopened deal
Integrate Gmail and email notifications to send the owner a deal link and summarize updated phone and country.
Gmailor 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
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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!)
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
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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