Attach + Pipedrive
Create or update Pipedrive contacts from Attach.io document visitors
Leveraging a CRM is one of the best tools in a sales team's toolbox. Keeping it updated can be a tedious task though. Use this Zapier integration and whenever someone finishes viewing your Attach.io documents, they'll be automatically added to Pipedrive so your team can follow up accordingly.
Leveraging a CRM is one of the best tools in a sales team's toolbox. Keeping it updated can be a tedious task though. Use this Zapier integration and whenever someone finishes viewing your Attach.io documents, they'll be automatically added to Pipedrive so your team can follow up accordingly.
- When this happens...Visit Closed
Triggers when a visit to a document is closed or ended.
- automatically do this!Create Person
Creates a new person.
- Free forever for core features
- 14 day trial for premium features & apps
About Attach
Attach is a sales engagement tool that lets you manage, track and control the sales collateral you share.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
