1.Search deals in configured filter
Integrate Pipedrive and CRM tools to retrieve deal records and contact fields for mapping recipients.
Send follow-up email and SMS to late deals
Automatically detect deals in configured filter across Pipedrive, Gmail, and ClickSend SMS. Create and update outreach history when deals enter the filter, new deals are created, or deals match follow-up criteriaβso you can send email, send SMS, and log CRM notes without manual follow-up.
How this automation keeps late deals moving
When late deals match your configured filter, delays can stall pipeline momentum and revenue. This automation searches deals, qualifies them, sends email and SMS, and updates Pipedrive outreach notesβso your team can follow up at the right time.
Pipedriveor swap with your favorite app
2.Filter records by recency rules
Integrate Filter by Zapier to apply recency checks and stop when deals do not meet the window requirements.
Filter by Zapieror swap with your favorite app
3.Send email follow-up to contact
Integrate Gmail and email delivery tools to send the offer email to the mapped contact address.
Gmailor swap with your favorite app
4.Send SMS follow-up to contact
Integrate ClickSend SMS and SMS delivery tools to send the short message when a valid phone number exists.
ClickSend SMSor swap with your favorite app
5.Update deal stage and add note
Integrate Pipedrive and CRM note tools to update the deal and log email and SMS sends for auditing.
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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
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