1.Detect new paid orders
Integrate Shopify and eCommerce order events to detect new paid orders and trigger downstream CRM creation.
Shopifyor swap with your favorite appCreate B2B order deals and tasks in CRM
Automatically detect new paid orders across Shopify and Pipedrive. Create and update CRM deals and follow-up activities when order tags arrive, when company details map, or when verification is dueβso you can create deals, schedule tasks, and link contacts without manual data entry.
How this automation accelerates deal follow-up with CRM records
When new paid orders land but CRM data stays unlinked, deals stall and follow-up gets delayed. This automation converts order tags, maps channels, and creates or updates Pipedrive deal records with verification activitiesβso your team can act at the right time.
2.Converts order tags to text
Integrate Formatter by Zapier and data formatting tools to convert order tags to a single-line tag string.
Formatter by Zapieror swap with your favorite app
3.Maps tag text to channel id
Integrate Code by Zapier and mapping logic to map the tag string to a configured channel source id.
Code by Zapieror swap with your favorite app
4.Finds or creates organization
Integrate Pipedrive and CRM organization matching to find or create the organization and return its organization id.
Pipedriveor swap with your favorite app
5.Finds or creates person
Integrate Pipedrive and CRM contact matching to find or create the person record and link it to the organization.
6.Creates or updates deal and activity
Integrate Pipedrive and sales pipeline tools to create or update the deal stage and schedule a follow-up activity.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
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