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Add new Pipedrive organizations as new ClientSuccess clients

  1. When this happensStep 1: New Organization

  2. Then do thisStep 2: Create Client

You use multiple software apps to manage the same set of clients. You’re a pro at getting the most out of each system to provide the best experience possible for them. Take that experience to the next level by using this integration. Whenever a new organization is created in Pipedrive, Zapier will create the client in ClientSuccess for you automatically.

How this Pipedrive-ClientSuccess integration works

  1. A new organization is created in Pipedrive
  2. Zapier creates a client in ClientSuccess

Apps involved

  • Pipedrive
  • ClientSuccess
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Connect ClientSuccess + Pipedrive in Minutes

It's easy to connect ClientSuccess + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Client

Triggers when a new client is added.

New User

Triggers when a new user/employee is added to your organization.

New Subscription

Triggers when a new subscription is added to a client.

Add Product to Deal

Adds a product to a deal.

Create Deal

Creates a new deal.

New Contact

Triggers when a new contact is created.

New Pulse

Triggers when a new pulse is added to a client.

New To-Do

Triggers when a new to-do is added to a client.

Create Activity

Creates a new activity.

Attach File

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

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