1.Watches new deal in filtered view
Integrate Pipedrive and CRM filters to watch for filtered deals and output the deal record for follow-up.
Send templated follow-up and log activity for deals
Automatically watch new deals in filtered view across Pipedrive and Callbell. Create and update follow-ups when new deal enters filter, deal stage changes, or open deal appearsβso you can send templated outreach, confirm delivery, and log the touch without manual follow-up paperwork.
How this automation accelerates your deal follow-up
When a new deal appears in a configured filter, delays can stall first contact and weaken pipeline momentum. This automation watches new deals in filtered view, prepares template variables and sends templated messages, and creates CRM activityβso your team can respond fast and keep clean outreach logs.
Pipedriveor swap with your favorite app
2.Prepares template variables
Integrate Formatter by Zapier and template data to transform fields and map contact name into template variables.
Formatter by Zapieror swap with your favorite app
3.Sends templated message
Integrate Callbell and messaging channels to send a templated outreach message with prepared variables.
Callbellor swap with your favorite app
4.Creates deal activity
Integrate Pipedrive and CRM activity tracking to create an activity on the same deal and log the outreach note.
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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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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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