Identify similar companies from Pipedrive deals
This play monitors updates to deals in Pipedrive (such as stage changes or closed-won status), uses the associated company as a signal of fit, and leverages Lusha to identify similar companies. Those lookalikes are then automatically created as new Pipedrive organizations, ready for targeting and outreach.
The result: your CRM continuously generates new, high-fit target accounts based on real deal data—without manual list building.
Why this works
Your deal data already shows what “good fit” looks like. When a deal progresses or closes, it’s a strong signal you can reuse.
This play operationalizes that insight by:
- Learning from active or successful deals
- Finding companies with similar firmographic profiles
- Feeding your CRM with fresh, relevant targets
Instead of guessing who to target next, you scale what’s already working.
What you get
- Automatic trigger on Pipedrive deal updates
- Lookalike company recommendations powered by Lusha
- Auto-creation of new organizations in Pipedrive
- Consistent account expansion driven by real data
- Zero manual research or imports
How to set it up
Connect your apps in Zapier
Ensure active connections for:
- Pipedrive: permission to read deals and create organizations
- Lusha: API access for company recommendations
Configure the Pipedrive trigger
Choose which deal updates should trigger the flow:
- Deal moved to a specific stage
- Deal marked “Closed Won”
- Deal value above a threshold
Best practice: Start with Closed Won or late-stage deals for the highest-quality lookalikes.
Configure similar company discovery
Use attributes from the deal’s organization, such as:
- Industry
- Company size
- Location
- Deal size or segment
These inputs help Lusha return higher-quality recommendations.
Create new Pipedrive organizations
Map recommended company fields:
- Organization name
- Website/domain
- Industry
- Company size (if available)
- Source = “Lusha Lookalike (Deal-Based)”
Tip: Tag these orgs clearly so reps know they’re lookalike targets.
Test end-to-end
Update a test deal and confirm:
- Similar companies are returned
- New organizations are created in Pipedrive
No duplicate orgs are introduced
What to do next
- Add contact discovery: Automatically find and enrich decision-makers at newly created orgs.
- Score lookalikes: Rank companies by similarity to your highest-value deals.
- Route by segment: Assign lookalike orgs to the right team or territory.
- Trigger outbound plays: Enroll new orgs into SDR or ABM workflows.
- Track impact: Measure pipeline generated from deal-based lookalike accounts.
The goal: Every deal tells a story about who’s a good fit. This play turns those insights into a self-reinforcing growth loop, continuously expanding your target account list—directly inside Pipedrive.
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