Canopy + Pipedrive
Create individual contacts in Canopy from new Pipedrive leads
Effortlessly manage new leads with this Pipedrive to Canopy workflow. When a new lead is added in Pipedrive, it will automatically create an individual contact in Canopy. Save time and ensure that no potential client slips through the cracks by streamlining your lead management process.
Effortlessly manage new leads with this Pipedrive to Canopy workflow. When a new lead is added in Pipedrive, it will automatically create an individual contact in Canopy. Save time and ensure that no potential client slips through the cracks by streamlining your lead management process.
- When this happens...New Lead
Triggers when a Lead is created.
- automatically do this!
- Free forever for core features
- 14 day trial for premium features & apps
About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
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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.
