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ArcSite + Pipedrive

ArcSite + Pipedrive

ArcSite + Pipedrive integrations

Create new ArcSite projects from new Pipedrive people

Keep track of your contacts and projects efficiently with this workflow. When a new person is added in Pipedrive, a corresponding project in ArcSite is created immediately. This process not only saves time from manual data entry, but also ensures you never lose sight of new contacts. Experience seamless organization and focus more on crucial tasks with the combined functionality of Pipedrive and ArcSite.

  1. When this happens...
    New Person
    New Person
    New PersonTriggers when a new person is created.
  2. automatically do this!
    Create Project
    Create Project
    Create ProjectCreate a New Project and also optionally set other information, such as customer info, sales rep info...
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More things you can do with Pipedrive and ArcSite

Discover other triggers and actions you can use with Pipedrive and ArcSite

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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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.
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