1.Monitor new filtered deals
Integrate Pipedrive and deal filtering tools to detect new qualifying deals for outbound outreach.
Add filtered deals to outbound dialler and SMS
Automatically monitor new deal activity in Pipedrive across outbound dialler and SMS workflows. Queue calls and request an initial SMS when filtered deals appear, so reps get contact context, updates, and outreach continuity without manual list building.
How this automation accelerates your outbound follow-up
When new deals enter a configured Pipedrive filter, delayed dialing and texting can stall prospecting momentum. This automation finds deal contacts, transforms phone details, queues dialler and SMS requests, and updates outreach status fieldsβso your team can follow up faster.
Pipedriveor swap with your favorite app
2.Find person and map contact fields
Integrate Pipedrive and contact matching tools to locate the deal contact and pull phone and email data.
3.Normalize phone and trim names
Integrate Formatter by Zapier and data formatting tools to normalize phone and prepare contact details for messaging.
Formatter by Zapieror swap with your favorite app
4.Queue call and request SMS
Integrate Webhooks by Zapier and messaging endpoint tools to POST a payload that queues the call and requests an SMS send.
Webhooks by Zapieror swap with your favorite app
5.Update outreach status field
Integrate Pipedrive and CRM fields tools to set the outreach status indicating the lead was queued.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Webhooks by Zapier, Formatter by ZapierSwap with your favorite apps.
Add abandoned call numbers to outbound callback list
You get abandoned-call webhooks and missed callbacks leave prospective clients uncontacted and intake stalled. Enable intake coordinators to queue callbacks into your outbound list within minutes.
- Apps: Shopify, CloseSwap with your favorite apps.
Add abandoned cart visitors to sales leads queue
Your abandoned cart records lack buyer and order context, leaving reps unable to prioritize recovery. Route full cart details to inside sales so they can reach prospects and recover revenue same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Google Sheets, Paths by ZapierSwap with your favorite apps.
Add accepted requests to calling lists for outreach
Your accepted requests arrive untriaged and stall outreach, leaving callers without verified numbers or campaign context. It adds contacts to the correct calling list so reps start outreach same day.
- Apps: BONZO, Formatter by Zapier, KixieSwap with your favorite apps.
Add aging prospects to outbound call powerlist for reps
Your mid-stage prospect records sit outside dialing lists, leaving SDRs without prioritized callbacks and causing missed outreach opportunities. Reps get prioritized callbacks the same day.
- Apps: Google Sheets, Filter by Zapier, SpokiSwap with your favorite apps.
Add and message private leads from updated sheet
Your private lead rows in the sheet sit uncontacted and slow outreach, risking missed campaign momentum. It adds the contact and launches a message so you get first contact the same day.
- Apps: HubSpot, Filter by Zapier, Webhooks by ZapierSwap with your favorite apps.
Add booked form contacts to sales prospect list
Your booked coaching inquiry form submissions arrive untracked, causing delayed follow-up and lost conversion opportunities. They get routed to your sales intake for immediate outreach and prep same day.
- Apps: Zapier Chrome extension, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add browser prospect details to team prospecting sheet
Your browser-captured prospect notes often sit unrecorded, leaving leads untracked and outreach inconsistent. They are logged centrally so your sales reps can prioritize outreach the same day.
- Apps: CallRail, Formatter by Zapier, Filter by Zapier, PhoneBurnerSwap with your favorite apps.
Add completed callers to dialing list for immediate outreach
Your completed call records aren't copied into your dialing platform, so reps miss warm callbacks and manual entry wastes time. Contacts are added automatically for quick outreach within minutes.
- Apps: ConnectWise Manage, Filter by Zapier, LeadConnectorSwap with your favorite apps.
Add decision maker contacts to prospect outreach list
Contacts added without role data leave your reps unsure who holds buying authority and slow qualification. Tag Decision Makers so reps and PS managers receive prioritized records for same-day outreach.
- Apps: Quo, Zapier Tables, Filter by ZapierSwap with your favorite apps.
Add delivered call numbers to cold outreach list
Delivered call numbers often sit unrecorded, leaving prospects unassigned and follow-ups missed. Add those numbers to your cold outreach list so reps can start outreach same day.
- Apps: Calendly, Filter by Zapier, Formatter by Zapier, Instantly, Delay by ZapierSwap with your favorite apps.
Add demo booking contacts to outbound outreach campaign
Your demo bookings aren't routed into outreach, leaving reps without contact context. Reps receive contextual leads and start sequences same day, ready for follow-up.
- Apps: Zapier Tables, Looping by Zapier, Rings XRMSwap with your favorite apps.
Add detected early-stage companies to prospect list for outreach
Your prospect table rows for early-stage companies go untriaged, leaving reps without prioritized targets for outreach. Get those companies queued for sales review and outbound outreach the same day.
- View all
Explore all prospecting automations
Accelerate pipeline growth with automated lead capture, outreach routing, and prospect updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.