1.Monitor pre-approval form subject emails
Integrate Gmail and email routing tools to watch for matching messages and feed the email body to parsing.
Update CRM deal from pre-approval email form submission
Automatically watch Gmail for pre-approval form subject emails across Gmail and Pipedrive. Parse the email form table into normalized fields and update your Pipedrive deal, so you can enrich records, keep data consistent, and respond fast without manual CRM entry.
How this automation updates your deal records
When pre-approval form emails arrive, missing or inconsistent data can slow follow-up and harm pipeline accuracy. This automation parses submission fields and normalizes them into CRM-ready valuesβso your team can update Pipedrive deals fast.
Gmailor swap with your favorite app
2.Parse form table into fields
Integrate AI by Zapier and HTML parsing tools to extract the form table and return normalized applicant fields.
AI by Zapieror swap with your favorite app
3.Normalize values with JavaScript
Integrate Code by Zapier and data formatting tools to normalize dropdown labels and numeric and date formats.
Code by Zapieror swap with your favorite app
4.Update matching deal in Pipedrive
Integrate Pipedrive and CRM deal tools to match the deal by Deal ID and update configured deal fields.
Pipedriveor 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!)
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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