Cliengo + Pipedrive

Create new Pipedrive people from new or updated Cliengo customers

Keep your sales pipeline up-to-date with this Cliengo to Pipedrive workflow. When a new or updated customer enters your Cliengo system, the workflow creates a corresponding person entry in Pipedrive. This ensures a seamless data flow between the two platforms, saving you time and reducing potential errors.

Keep your sales pipeline up-to-date with this Cliengo to Pipedrive workflow. When a new or updated customer enters your Cliengo system, the workflow creates a corresponding person entry in Pipedrive. This ensures a seamless data flow between the two platforms, saving you time and reducing potential errors.

  1. When this happens...
    CliengoCliengo
    Cliente Nuevo/Actualizado - New/Updated Customer

    Se activa cuando un cliente es creado y actualizado - Triggers when a new customer is created y updated.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Website

    • Nombre del lead si es vacio / Lead name if empty

    • Tiempo de espera de nuevos contactos (min) / Delay time for new contacts (min)

    • Email con el teléfono si es Vacio / Email with phone if empty

    Trigger
    Scheduled
    Try It
    • Nombre / First NameRequired

    • Apellido / Last Name

    • Correo Electronico / EmailRequired

    • Teléfono / Phone

    • Teléfono Internacionl / International Phone

    • Whatsapp

    • Identificación Nacional / National Indentity

    • Edad / Age

    • Estado / Status

    • Mensaje / Message

    • Nacionalidad / Nationality

    • WebsiteRequired

    • Nombre de Empresa / Company Name

    • URL de Referencia / Referal URL

    • Referido / Referer

    • Landing URL

    • UTM Source

    • UTM Medium

    • UTM Campaign

    • UTM Content

    • UTM Term

    • UTM Adgroup

    • Google Click Identifier

    • Dirección IP / IP Direction

    • Campos Personalizados / Custom Params

    Action
    Write
    • FieldRequired

    Action
    Search
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It