1.Receives the meeting submission
Integrate Sub-Zap by Zapier and form submission parsing tools to extract submission values and map deal reference data.
Update CRM deal with meeting feedback and status
Automatically capture meeting feedback submissions across Sub-Zap by Zapier and Pipedrive. Notify operations when the deal reference is missing, and update the CRM deal with meeting status, feedback notes, and a reschedule date without manual data entry.
How this automation updates your CRM deals
When meeting feedback arrives but CRM records are hard to find, notes and status can stay outdated. This automation normalizes submission data and searches and updates deals in real timeβso your team captures feedback and next steps faster.
Sub-Zap by Zapieror swap with your favorite app
2.Normalizes values and computes dates
Integrate Formatter by Zapier and date normalization tools to convert timestamps into CRM ready dates.
Formatter by Zapieror swap with your favorite app
3.Searches for the deal by reference
Integrate Pipedrive and CRM lookup tools to search for the matching deal and retrieve its id for updates.
Pipedriveor swap with your favorite app
4.Notifies when no deal is found
Integrate Sub-Zap by Zapier and operations notification tools to send a failure message for triage.
5.Updates meeting status and feedback
Integrate Pipedrive and CRM field mapping tools to update meeting status, feedback notes, and next appointment.
6.Sends missed meeting email alerts
Integrate SendGrid and email templating tools to notify the advisor when submissions indicate a missed meeting.
SendGridor swap with your favorite app
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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!)
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Marcelo Lebre, Co-Founder
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