1.Watches new deal in filter
Integrate Pipedrive and crm tools to read deal-stage matches and pass the deal and contact payload into the workflow.
Start follow-up cadence when prospects enter deal stage
Automatically monitor new deals in filter across Pipedrive. Create and update when deal enters your stage, deal matches the filter, or a new deal appears in the pipelineβso you can enroll prospects, start cadences, and keep reps moving without manual outreach coordination.
How this automation accelerates your follow-up cadence
When new deals enter your filter without automation, reps lose time waiting to start follow-ups. This automation watches deal-stage signals and filters owners, then finds contacts, formats names, adds prospects, and starts cadencesβso your team can act fast.
Pipedriveor swap with your favorite app
2.Checks qualifying owner
Integrate Filter by Zapier and conditional routing logic to continue only for the configured owner or qualifying deals.
Filter by Zapieror swap with your favorite app
3.Finds person by email
Integrate Pipedrive and crm lookups to search by email and return the best match or no match result.
4.Splits name into parts
Integrate Formatter by Zapier and personalization tools to split full name into first name and last name.
Formatter by Zapieror swap with your favorite app
5.Adds prospect to Klenty
Integrate Klenty and campaign tagging tools to map prospect fields, apply custom fields, and add the prospect.
Klentyor swap with your favorite app
6.Starts the follow-up cadence
Integrate Klenty and cadence orchestration tools to start the configured cadence for the prospect email.
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Explore all sales sequencing automations
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.
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Rishi Shah, CEO and Co-Founder
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