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Using Zapier to connect and Pipedrive - Help with automatic deal creation in the CORRECT Pipeline

  • 7 August 2020
  • 2 replies

Userlevel 1

Hi there,

Pipedrive explanation:

My company represents many different brands, therefore we have multiple pipelines for each brand to keep things organized. 

We use this to initiate our marketing campaigns and to keep our leads engaged.


Zapier Request:

The trigger: After we are notified that an email sent through Reply is opened

The action: It creates a new deal in Pipedrive. 

The issue is, Reply doesn’t know what brand we are using the marketing campaign for and therefore I can’t create a Deal in the Pipeline that I would like for it to go to. 

I did create a custom field in Reply called “brand”, but I’m not sure how I can link the two. 


Any help is greatly appreciated. 


Best answer by andywingrave 13 August 2020, 02:55

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2 replies

Userlevel 1

@andywingrave Thanks for the advice. I’ll give it a shot, for whatever reason the “Formatted → Lookup table” method that was recommended by the CS team is not working out. How do I actually import this and use this table? What “Trigger” do I select? 

Userlevel 7
Badge +9

If Reply doesn’t know, you are going to need a way to retrieve this data. If you can have a lookup database of your campaigns, this could potentially help. For example, you could have:


  1. Campaign A 
  2. Database/Spreadsheet - Lookup Campaign A. Retrieve Brand C
  3. Send new deal to Pipedrive for Brand C

I’d recommend using Airtable for this, if this solution sounds like it could work for you.