1.Monitor new or updated deal
Integrate Pipedrive and CRM deal tracking to detect a new or updated deal for duplicate screening.
Notify sales channel of possible duplicate CRM contact
Automatically monitor new or updated deal activity across Pipedrive and Slack. Get instant alerts when deal created, deal updates, or deal editsβso you can flag matching contacts, review duplicates fast, and post clean next steps without manual duplicate checking.
How this automation protects your CRM from duplicates
When a new or updated deal appears in Pipedrive, duplicate contacts can slip into outreach workflows. This automation filters valid emails and searches for contact matches and sends Slack alertsβso your team can review duplicates before follow-up.
Pipedriveor swap with your favorite app
2.Filter for valid contact email
Integrate Filter by Zapier and data validation tools to continue only when a contact email meets duplicate-check criteria.
Filter by Zapieror swap with your favorite app
3.Search person by email
Integrate Pipedrive and CRM search tools to find person matches by the contact email value.
4.Send Slack channel alert
Integrate Slack and sales channel workflows to post a concise review message with deal and contact context.
Slackor swap with your favorite app
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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.
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Rishi Shah, CEO and Co-Founder
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