1.Monitors new email threads
Integrate Gmail and email parsing tools to detect qualifying incoming inquiries and start the deal process.
Create CRM deal and attach AI email summary to record
Automatically watch incoming client emails in Gmail and convert them into new CRM deals across Storage by Zapier, AI by Zapier, and Pipedrive. Create and update when email threads are detected, summaries are generated, and deals are created or notes are attachedβso you can close faster, reduce duplicate work, and keep context without manual follow-up.
How this automation creates deal-ready records
When new email threads arrive, delays and duplicate records can waste pipeline time. This automation checks dedupe keys, generates AI summaries, creates deals, and attaches notesβso your team can act on intent immediately.
Gmailor swap with your favorite app
2.Looks up processed key
Integrate Storage by Zapier and key value storage to look up the email thread identifier and prevent duplicates.
Storage by Zapieror swap with your favorite app
3.Creates AI completion summary
Integrate AI by Zapier and prompt inputs to generate a 1 to 3 sentence email summary for the deal note.
AI by Zapieror swap with your favorite app
4.Creates a CRM deal
Integrate Pipedrive and contact fields to create a deal, set stage, and assign the configured owner.
Pipedriveor swap with your favorite app
5.Creates deal note with attachments
Integrate Pipedrive and deal notes to attach the AI summary and add the original email link or files.
6.Stores processed key
Integrate Storage by Zapier and key value storage to store the email thread identifier as processed.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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