1.Catches incoming deal-reference webhooks
Integrate Webhooks by Zapier to catch Hook payloads and to trigger review for deal-reference signals.
Flag duplicate deal, assign owner, and notify team
Automatically catch incoming lead webhooks that reference an existing deal across Webhooks by Zapier, Pipedrive, and Slack. Automatically update matched deals, add review notes, and alert your team when duplicate deal signals appearβso you can flag duplicates, assign owners, and notify without manual review.
How this automation flags duplicates for your deal reviews
When incoming lead webhooks that reference an existing deal show up, duplicates can slip into pipeline ownership. This automation checks webhook validity, finds matching deals, updates duplicate fields, and posts Slack alerts and review notesβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Filters for qualifying duplicate fields
Integrate Filter by Zapier and data validation tools to continue only when owner identifier and deal reference are present.
Filter by Zapieror swap with your favorite app
3.Finds deal by ID
Integrate Pipedrive and CRM search tools to look up a matching deal from the incoming deal reference.
Pipedriveor swap with your favorite app
4.Updates deal duplicate flag and owner
Integrate Pipedrive and CRM field mapping tools to update the owner/user field and set the duplicate flag.
5.Creates a pinned review note
Integrate Pipedrive and note-taking tools to attach review context and source details to the matched deal.
6.Sends channel message to review
Integrate Slack and team notifications to post an alert message with the configured deal URL for review.
Slackor swap with your favorite app
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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.
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