1.Monitors new deal stage triggers
Integrate Pipedrive and sales CRM tools to capture deal context and recipient details to trigger outreach.
Send multi-step discovery email sequence to pipeline leads
Automatically detect new deals in configured pipeline stages across Pipedrive and Gmail. Create a timed discovery thread, log each outreach step, and keep follow-ups on cadence or stop them—so you can avoid manual follow-up tracking. When deals enter the stage, new deals are created, or deal context appears—so you can send, log, and follow up without manual follow-up tracking.
How this automation sequences discovery outreach
When a new deal enters a configured pipeline stage, delays can cost reply momentum and waste manual follow-up time. This automation sends discovery emails and logs outreach steps in Zapier Tables—so your team can follow up on schedule and stop automatically.
Pipedrive (Englisch)or swap with your favorite app
2.Filters qualifying deals
Integrate Filter by Zapier and workflow conditions to continue only for qualifying deals to stop non-qualifying records.
Filter von Zapieror swap with your favorite app
3.Sends the initial discovery email
Integrate Gmail and email sequencing tools to send the discovery message and start the email thread to capture replies.
Gmail (Englisch)or swap with your favorite app
4.Creates an outreach log record
Integrate Zapier Tables and reporting systems to log the outreach step number to track each touch.
Zapier Tablesor swap with your favorite app
5.Waits the cadence interval
Integrate Delay by Zapier and workflow scheduling tools to wait configured intervals before the next check and follow-up.
Verzögerung durch Zapieror swap with your favorite app
6.Re-checks deal qualification
Integrate Pipedrive and sales CRM tools to re-check deal status and qualification to decide whether to continue follow-ups.
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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 — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und 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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