1.Catches referral submission payload
Integrate Webhooks by Zapier, and mapping inputs, to capture the referral payload and map identifiers to pipeline variables.
Update deal records from internal referral form submissions
Automatically catch internal referral submissions across Webhooks by Zapier, Formatter by Zapier, Google Sheets, and Pipedrive. Create and update when referral payload arrives, deal identifier is present, or phone fields are submittedβso you can format phone numbers, match spreadsheet rows, and update deal records without manual data entry.
How this automation updates your referral deal records
When internal referral payloads arrive, unvalidated details can delay deal updates and create duplicate CRM entries. This automation formats phones and looks up sheet context and updates Pipedrive deal fieldsβso your team can keep records clean without manual entry.
Webhooks by Zapieror swap with your favorite app
2.Formats and validates phone numbers
Integrate Formatter by Zapier, phone normalization tools, and validation logic, to format phone numbers and validate before lookup.
Formatter by Zapieror swap with your favorite app
3.Looks up matching worksheet row
Integrate Google Sheets, spreadsheets, and lookup tables, to match the formatted phone key and return campaign fields.
Google Sheetsor swap with your favorite app
4.Finds deal and updates fields
Integrate Pipedrive, CRM record matching, and custom field editors, to find the deal by identifier and update deal custom fields.
Pipedriveor swap with your favorite app
5.Marks the row as processed
Integrate Google Sheets, spreadsheet status tracking, and duplicate prevention, to mark the row processed and write the deal identifier.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Define the trigger
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Step 3
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