Pipedrive + Utopian Labs + Filter by Zapier

Create Pipedrive deals for new Pipedrive leads qualified by Utopian Labs

Manually qualifying leads and creating deals in Pipedrive can be time-consuming and prone to errors, especially when dealing with a high volume of new leads. When this Zap runs, it automatically takes new Pipedrive leads, qualifies them using Utopian Labs’ AI agent, and creates Pipedrive deals for those that meet your criteria—streamlining the entire process. This integration saves time, reduces manual effort, and ensures a more efficient, accurate lead-to-deal pipeline for your business.

Manually qualifying leads and creating deals in Pipedrive can be time-consuming and prone to errors, especially when dealing with a high volume of new leads. When this Zap runs, it automatically takes new Pipedrive leads, qualifies them using Utopian Labs’ AI agent, and creates Pipedrive deals for those that meet your criteria—streamlining the entire process. This integration saves time, reduces manual effort, and ensures a more efficient, accurate lead-to-deal pipeline for your business.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this...
    PipedrivePipedrive
    Find Organization

    Triggers when a new organization is created.

    ActionSearch
  3. then do this...
    PipedrivePipedrive
    Find Person

    Triggers when a new person is created.

    ActionSearch
  4. then do this...
    Utopian LabsUtopian Labs
    Qualify a Lead

    Checks if a lead is an ICP

    ActionWrite
  5. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  6. then do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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utopian-labs logo
utopian-labs logo

About Utopian Labs

Utopian Labs is a Research Lab specializing in sales. We build AI agents and models that you can use directly in your current sales process.

Related categories

  • Sales & CRM
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier