1.Catches post-meeting follow-up hook
Integrate Webhooks by Zapier and routing tools to capture the incoming deal signal and start follow-up processing.
Send post-meeting follow-up to deal contact same day
Automatically catch post-meeting follow-up webhooks across Pipedrive and respond.io. Get messages sent, contacts created when missing, and deals updatedβso you can reduce manual follow-up.
How this automation accelerates same-day follow-up
When a post-meeting follow-up webhook arrives late, follow-up stalls and deals lose momentum. This automation finds the deal and person, sends the configured message via respond.io, and updates the deal statusβso your team can keep outreach on time.
Webhooks by Zapieror swap with your favorite app
2.Finds deal by incoming ID
Integrate Pipedrive and CRM search tools to look up the matching deal and continue only for qualifying deals.
Pipedriveor swap with your favorite app
3.Finds person for the deal
Integrate Pipedrive and contact lookup tools to retrieve the person details tied to the deal.
4.Splits full name for templates
Integrate Formatter by Zapier and text parsing tools to split the person name into first and last name.
Formatter by Zapieror swap with your favorite app
5.Finds contact by email
Integrate respond.io and contact lookup tools to check whether a contact exists, based on email.
respond.ioor swap with your favorite app
6.Sends message and updates deal
Integrate respond.io and messaging templates to send the follow-up, then update the deal for outreach status.
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Accelerate sales engagement with automated sequence enrollment, reply routing, and follow-up tasks
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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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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