ClientSuccess
When this happens...
ClientSuccessNew Client
Then do this...
PipedriveCreate Organization

Managing clients between multiple systems can be a pain. Whether manually entering clients in multiple accounts or waiting for enough data to bulk upload, your valuable time is being spent on tedious tasks. Use this integration to save that time! Whenever a new client is added to ClientSuccess, Zapier will create a new organization in Pipedrive for you automatically.

How this ClientSuccess - Pipedrive integration works

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

Apps involved

  • ClientSuccess
  • Pipedrive

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Contact

Triggers when a new contact is created.

Create Client

Creates a new client.

New Client

Triggers when a new client is added.

Create Engagement Interaction

Creates a new engagement interaction on a client.

New Pulse

Triggers when a new pulse is added to a client.

Create Contact

Creates a new contact within a client.

New Deal

Triggers when a new deal is created.

Create Person

Creates a new person.

Updated Deal

Triggers when an existing deal is updated.

Create Deal

Creates a new deal.

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Become a Zapier Integration Partner

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

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.

See Pipedrive Integrations