1.Parses new payment email
Integrate Email Parser by Zapier and email receipt parsing tools to extract transaction reference, identifier, amount, and date to populate CRM fields.
Update deal records from merchant payment email receipts
Automatically parse merchant payment receipts across Email Parser by Zapier and write deal payment context in Pipedrive. Create and update deal records when receipts include deal references or addresses or contract references, so you can match payments, populate dates, and reduce reconciliation errors without manual data entry.
How this automation updates your deal records
When new merchant payment receipts arrive with incomplete context, sales teams waste time retyping details into CRM records. This automation parses receipt fields, finds matching deals, and updates transaction references and payment datesβso your team can reconcile faster.
Email Parser by Zapieror swap with your favorite app
2.Filters receipt match criteria
Integrate Filter by Zapier and data validation checks to continue only when parsed receipts include a deal reference or address to reduce noisy updates.
Filter by Zapieror swap with your favorite app
3.Finds the matching deal
Integrate Pipedrive and CRM deal search to locate the deal by contract reference, then fall back to title or address to attach the right record.
Pipedriveor swap with your favorite app
4.Updates deal payment fields
Integrate Pipedrive and CRM field mapping to update deal transaction reference, payment date, and amount note to improve reconciliation visibility.
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Step 1
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See how teams are automating with Zapier (and loving it!)
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