Create new Pipedrive deals when BotConversa blocks are activated
Enhance your BotConversa and Pipedrive interaction with a seamless automation. With this workflow, whenever a block is activated in BotConversa, a new deal is created in Pipedrive, eliminating the need for repetitive tasks and ensuring you don't miss any opportunities. Streamline your sales process by immediately converting engaging conversations into potential deals.
Enhance your BotConversa and Pipedrive interaction with a seamless automation. With this workflow, whenever a block is activated in BotConversa, a new deal is created in Pipedrive, eliminating the need for repetitive tasks and ensuring you don't miss any opportunities. Streamline your sales process by immediately converting engaging conversations into potential deals.
- When this happens...Zapier Block Activated
Triggers when a subscriber fires the Zapier integration block inside BotConversa.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Deal
Creates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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New Subscriber
Triggers when a new subscriber joins BotConversa.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PhoneRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign
PhoneRequired
Full nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
SequenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Triggered EventRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Field TypeRequired
Custom fieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
Type of messageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
SequenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related categories
Related Zap Templates
- Create new Pipedrive deals when BotConversa tags are added
- Create Pipedrive deals for new BotConversa subscribers
- Create Pipedrive leads from new BotConversa block activations
- Create Pipedrive persons when new BotConversa tags are added
- Create BotConversa messages for new Pipedrive leads
- Update BotConversa flows when Pipedrive deal stages change
- Add new Pipedrive leads to BotConversa sequence as subscribers
- Add tags to BotConversa subscribers for new activities in Pipedrive
- Update BotConversa custom fields when new activities occur in Pipedrive
- Trigger BotConversa flows for new Pipedrive leads
- Send flows in BotConversa when new deals are created in Pipedrive
- Create new Pipedrive persons when new subscribers sign up in BotConversa
- Send messages in BotConversa when deal stages are updated in Pipedrive
- Send BotConversa flows for new Pipedrive deal matching filters
- Create new BotConversa subscribers from new Pipedrive persons
- Create new Pipedrive deals from updated BotConversa subscriptions
- Filter and send messages in BotConversa when new deals match in Pipedrive
- Create new BotConversa subscribers from new Pipedrive deal matching filters
- Trigger deal updates in Pipedrive when new blocks are activated in BotConversa
- Update deals in Pipedrive when new tags are added in BotConversa
- Create new persons in Pipedrive when zapier blocks are activated in BotConversa
- Add subscribers to a sequence in BotConversa when deal stages are updated in Pipedrive
- Create Pipedrive leads from new BotConversa tags instantly
- Trigger BotConversa to send messages when new activity matches filters in Pipedrive
Related Zap Templates
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- Create Pipedrive leads from new BotConversa block activations
- Update BotConversa flows when Pipedrive deal stages change
- Update BotConversa custom fields when new activities occur in Pipedrive
- Create new Pipedrive persons when new subscribers sign up in BotConversa
- Create new BotConversa subscribers from new Pipedrive persons