1.Detect deal updated in stage
Integrate Pipedrive to detect a deal enters the qualified stage and start the scoring workflow.
Update deal with AI lead score and tasks
Automatically detect deals updated in the qualified stage across Pipedrive. Get structured deal enrichment and lead scoring when deals enter scope, so you can update deal fields, create follow-up tasks, and log next actions without manual reporting.
How this automation updates deal intelligence your follow-up
When a deal enters a configured qualified stage, delays can stall outreach. This automation finds the deal and contact, generates a structured AI lead score, and updates the deal with routed activitiesβso your team can act on intent faster.
Pipedriveor swap with your favorite app
2.Find deal by ID
Integrate Pipedrive and CRM enrichment tools to retrieve full deal details and map context for scoring.
3.Find person by ID
Integrate Pipedrive and contact data connectors to retrieve associated contact details for lead scoring inputs.
4.Send scoring prompt
Integrate Google AI Studio (Gemini) and AI scoring templates to return a structured lead score and recommended action.
Google AI Studio (Gemini)or swap with your favorite app
5.Parse structured score JSON
Integrate Code by Zapier and data extraction tools to parse the JSON and split outputs into deal fields.
Code by Zapieror swap with your favorite app
6.Update deal and create activities
Integrate Pipedrive and task automation tools to update the deal and create assigned follow-up activities with due times.
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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.
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