Create Tilkee projects and send Gmail emails for new Pipedrive leads
When a new lead arrives in your CRM, you may want to reach them as soon as possible with your content. Use this Zapier template to send tracked Tilkee links directly to your lead via Gmail when they've just been added to your Pipedrive environment. Then, this template will create an activity in Pipedrive to help you follow up with the lead.
When a new lead arrives in your CRM, you may want to reach them as soon as possible with your content. Use this Zapier template to send tracked Tilkee links directly to your lead via Gmail when they've just been added to your Pipedrive environment. Then, this template will create an activity in Pipedrive to help you follow up with the lead.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this...Create Project
Create a project and its access links.
- then do this...Send Email
Triggers when a new e-mail appears in the specified mailbox.
- then do this!Create Activity
Creates a new activity.
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