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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.
How this Attach.io-Pipedrive integration works
- A visitor finishes viewing your Attach.io document
- A new contact is created in Pipedrive
Apps involved
- Attach.io
- Pipedrive
- When this happens...Visit ClosedTriggers when a visit to a document is closed or ended.
- automatically do this!Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Attach and Pipedrive
Discover other triggers and actions you can use with Attach and Pipedrive
- Document
Try ItTriggerInstant- Document
Try ItTriggerInstant- DocumentRequired
- NameRequired
- Capture FieldRequired
- Company
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
- New Document
Triggers when a new document is uploaded.
Try ItTriggerInstant - FileRequired
- NameRequired
- File NameRequired
- Description
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
Related categories
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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