1.Watch deals entering opt-in stage
Integrate Pipedrive and CRM mapping tools to fetch deal and linked person details for the outreach sequence.
Send staged outreach and activities for new opt-in leads
Automatically detect deals moving into your configured opt-in stage across Pipedrive and Gmail. Create staged outreach when opt in stage triggers, opt in leads activate, or deals enter the opt in stageβso you can create SMS activities, pause touches, and send emails without manual follow-up.
How this automation sequences outreach for new leads
When deals enter an opt-in stage and outreach timing is inconsistent, leads can be missed or contacted too often. This automation fetches the right deal and person, filters qualifying records, creates SMS touches, pauses between touches, and sends a staged introductory emailβso your sequence runs smoothly.
Pipedriveor swap with your favorite app
2.Continue only for qualifying records
Integrate Zapier logic and sales routing rules to continue only for the configured owner and opt-in stage.
Filter by Zapieror swap with your favorite app
3.Create an SMS activity touch
Integrate Pipedrive and activity templates to create an SMS-type activity and assign it to the configured owner.
4.Pause before the next touch
Integrate Zapier delays and scheduling tools to pause for configured minutes or hours between outreach touches.
Delay by Zapieror swap with your favorite app
5.Send the introductory email
Integrate Gmail and email template tools to send an introductory email with deal context and a call-to-action.
Gmailor swap with your favorite app
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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
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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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