1.Detect new labeled broker emails
Integrate Gmail and email matching tools to trigger when a new labeled email arrives for deal intake.
Create deal record and notify funding team instantly
Automatically monitor new broker emails across Gmail and Slack. Create and update deal records and funding notifications when label matched emails arrive or deal details are extracted or referrals are detectedβso you can triage faster, assign deals sooner, and reduce manual follow-up without reporting delays.
How this automation accelerates deal triage your funding handoff
When broker referral emails hit your inbox, delays can slow funding reviews and handoffs. This automation parses email details and runs lookups, then creates deal records and notifies the funding channelβso your team can act immediately.
Gmailor swap with your favorite app
2.Parse email into deal fields
Integrate AI by Zapier and email parsing tools to extract request type and property details to capture deal fields.
AI by Zapieror swap with your favorite app
3.Look up borrower and broker contacts
Integrate Sub-Zap by Zapier and contact lookup tools to find borrower and broker contact IDs from email hints.
Sub-Zap by Zapieror swap with your favorite app
4.Create deal record in database
Integrate Zapier Tables and data mapping tools to create a new deal record and store lookup IDs.
Zapier Tablesor swap with your favorite app
5.Create deal board item
Integrate monday.com and board automation to create a Deals item in New Lead stage with AI deal notes.
monday.comor swap with your favorite app
6.Post alert to funding channel
Integrate Slack and notification tools to send deal summary and board links so funding can review quickly.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Shopify, Flow, Sub-Zap by ZapierSwap with your favorite apps.
Add abandoned cart contacts to sales recovery pipeline
Your abandoned cart records lack buyer contact and cart context, so recovery opportunities go cold. It adds contacts and cart links to your recovery pipeline so reps can follow up within hours.
- Apps: Pipedrive, Google SheetsSwap with your favorite apps.
Add active deal rows to team tracking sheet
Your pipeline filter surfaces Tier-2 deals that lack a central log, leaving reps unsure which to prioritize for outreach. The sheet captures each deal and owner so ops and reps can act same day.
- Apps: Salestrekker, Formatter by Zapier, Zapier Tables, Google SheetsSwap with your favorite apps.
Add and remove deals in shared tracker instantly
Your CRM deals aren't mirrored in the shared tracker, leaving brokers unclear which opportunities remain active. The tracker is updated automatically so owners see current pipeline before the next review.
- Apps: Webhooks by Zapier, Google SheetsSwap with your favorite apps.
Add annuity form submissions to closed deals tracker
Your annuity form submissions aren't logged centrally, causing delayed follow-ups and incomplete deal context. It writes each submission to your deal tracker so reps can act same day.
- Apps: CallRail, Filter by Zapier, LeadConnectorSwap with your favorite apps.
Add answered call lead to CRM opportunity for follow-up
Your campaign call leads arrive without CRM context, leaving account managers unable to prioritize warm prospects quickly. The workflow creates and assigns opportunity records so follow-up happens same day.
- Apps: Typeform, Formatter by Zapier, LeadConnectorSwap with your favorite apps.
Add applicants to sales pipeline from submitted forms
Your application form responses sit unprocessed, delaying outreach to land buyers and stalling deal flow. The workflow creates opportunity records so your sales team contacts leads same day.
- Apps: Typeform, Filter by Zapier, Formatter by Zapier, LeadConnectorSwap with your favorite apps.
Add application form entries as opportunities to pipeline
Your application form submissions often go unprocessed, delaying follow-up and letting prospects cool off. They turn into opportunity records assigned to your sales queue for same-day outreach.
- Apps: ClickFunnels, Google Sheets, monday.comSwap with your favorite apps.
Add application submissions to sales pipeline and sheet
Your program applications arrive without pipeline context, causing fragmented intake and slow follow-up. It creates consistent pipeline items and a response row so you can review applicants same day.
- Apps: Keap, Webhooks by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add appointment and closed deal records to tracker
Your appointment and closed-deal records skip central tracking, leaving you blind to bookings and revenue progress. Get rows added automatically so owners and sales reps can review updates same day.
- Apps: Boulevard, Filter by Zapier, Paths by Zapier, LeadConnectorSwap with your favorite apps.
Add appointment bookings to pipeline and assign owner
Appointments arrive without a pipeline record, leaving reps without context and delaying follow-ups. It creates or updates an opportunity and assigns the owner so reps have booking context.
- Apps: Jobber, LeadConnectorSwap with your favorite apps.
Add approved quote into pipeline as an opportunity
Approved quotes sit outside your sales pipeline, leaving reps without contact, estimate, or stage context. Capture each approved quote as an opportunity so reps can act same day.
- Apps: LeadConnector, Filter by Zapier, Formatter by ZapierSwap with your favorite apps.
Add booked appointment clients to sales pipeline for follow-up
Your appointment bookings lack CRM or pipeline records, slowing follow-up for sales and patient coordinators. It adds or updates contact and opportunity records so reps can follow up same day.
- View all
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
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
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.