A successful sales process depends on two main factors: following up on your leads and doing it on the spot. Let Zapier make your life easier with this automation, and forget about adding your new customers for Cliengo manually on your CRM. As soon as a person chats with Cliengo on your website, this integration automatically transfers its contact details and creates a new person in Pipedrive. You can start following up on that potential sale and close up your deals easily!
##How this Cliengo-Pipedrive integration works
- A new Cliengo customer
- Zapier creates a new Pipedrive person
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Se activa cuando un cliente es creado / Triggers when a new customer is created.
Crear un nuevo contacto / Creates a new customer.
Triggers when a new deal is created.
Creates a new person.
Triggers when an existing deal is updated.
Creates a new deal.
Triggers when a new activity is created.
Creates a new activity.
Triggers when an organization matches a Pipedrive filter.
Updates an existing person.