Pipedrive + Tilkee

Create Pipedrive leads when new contacts access Tilkee documents

When a new contact interacts with your content on your website, you need to add it to your CRM. With this Zapier template active, a lead will be created in Pipedrive whenever a new contact enters their email to access your public documents in Tilkee.

When this happens...
New Contact Accessed Your Document
Triggers when a new contact access your document for the first time using the link with authentication.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

New Connexion
Triggers when a new connexion is done on your projects.
Trigger
Instant
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Document Has Been Signed
Triggers when a contact signed a document through one of your access link.
Trigger
Instant
Try It
- NameRequired
- ContentRequired
- FormatRequired
- Tags
- External ID
- Favorite
- Retention
- Retention delay
- Share with these User IDs
- Share with everyone
Action
Write
- Project IDRequired
- Project Name
- Downloadable
- Tags
- External ID
- Share with the user IDs
- Notifications enabled
- Email cible
- Theme ID
- VCard ID
Action
Write
- Project IDRequired
- Expand
Action
Search
- Activity filterRequired
Trigger
Polling
Try It
- FilterRequired
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- PersonRequired
- LabelRequired
Action
Write
- Product IdRequired
- Product Variation IdRequired
Action
Write
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
Action
Write
- Name
- Emails
- Phones
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy Null
- DealRequired
- Title
- Status
- Stage
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- OrganizationRequired
- Name
Action
Write
- Copy Null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search By
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Field to Search By
- Term to search forRequired
- Search type
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Search or write
- Search type
- Name
- Emails
- Phones
Action
Search or write

New Contact Accessed Your Document
Triggers when a new contact access your document for the first time using the link with authentication.
Trigger
Instant
Try It
- Project IDRequired
- NameRequired
- TypeRequired
- Item ID
- Downloadable
- Signable
- Watermark text
- Watermark position
- Content
- Format
- External ID
- Tags
- Favorite
- Share with these User IDs
- Share with everyone
- Retention
- Retention delay
Action
Write
- Project ID to clone
- Project NameRequired
- Project downloadable
- Expiration date
- Project Tags
- Project external ID
- Share with the user IDs
- Notifications enabled
- Email cible
- VCard ID
- Theme ID
- Is Template
- Access links nameRequired
Action
Write
- Search
- Owner ID
- Tags
- Tag operator
- Expand
- Type
- Extension
- Shared
- Favorite
- Created at (start)
- Created at (end)
- Limit
- Skip
Action
Search
- Search
- Tags
- Owner ID
- Consulted
- Consultable
- Signed
- Favorite
- Verdict
- Created at (start)
- Created at (end)
- Is template
- Shared
- Expand
- Limit
- Skip
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- NoteRequired
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- FilterRequired
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org Fields
Trigger
Instant
Try It
- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
Action
Write
- DealRequired
- Add Multiple Products?
Action
Write
- Subject
- Owner
- Organization
- Deal
- Lead
- Project
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Write
- NameRequired
Action
Write
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- ActivityRequired
- Subject
- Owner
- Organization
- Deal
- Lead
- Project
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- Copy Null
- PersonRequired
- Name
- Emails
- Phones
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- PersonRequired
Action
Search
- Search type
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
- Search termRequired
- Exact Match
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Owner
- Filter
- Mark as done
- Organization
- Deal
- Lead
- Project
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Search or write
- Search type
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- NameRequired
Action
Search or write
- Search termRequired
- Exact Match
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write

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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About Tilkee

Use Tilkee's latest API to track how your contacts read your documents.

Related categories

Proposal & Invoice Management

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Pipedrive + Tilkee

Create Pipedrive leads when new contacts access Tilkee documents

Supported triggers and actions

New Connexion

Document Has Been Signed

Create Item

Update Project

Get One Project

Activity Matching Filter

Deal Matching Filter

New Lead

New Note

New Organization

Deleted Person

New Project

Updated Deal

Updated Person

Add Label to Person

Add Product Variation

Create Deal

Add Follower

Create Note

Create Person

Create Project

Add/Remove Deal Labels

Update Deal

Update Organization

Update Product

Update Task

Find Activity

Find Multiple Deals

Find Lead

Retrieve Note

Find Organization

Find Product(s)

Find Project(s)

Find User

Find Multiple Deals

Find or Create Lead

Find or Create Person

New Contact Accessed Your Document

Add Components

Create Project

Get Items

Get Projects

New Activity

New Deal

New Comments in Notes

Organization Matching Filter

New Person

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Discount to Deal

Add Product to Deal

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Activity

Update Lead

Update Person

Update Project

API Request (Beta)

Find Deals Associated With a Person

Find Deal

Find Multiple Leads

Find Notes

Find Person

Find Product

Find Task

Find or Create Activity

Find or Create Deal

Find or Create Organization

Find or Create Product

About Pipedrive

Related categories

Similar apps