ClientSuccess
When this happens...
PipedriveNew Person
Then do this...
ClientSuccessCreate Contact

This integration makes it easier to manage contacts across systems. Whenever a new person is added to Pipedrive, Zapier will create that person as a contact in ClientSuccess, leaving you with more time to focus on generating more leads.

How this Pipedrive - ClientSuccess integration works

  1. A new person is added to Pipedrive
  2. Zapier creates a contact in ClientSuccess

Apps involved

  • Pipedrive
  • ClientSuccess

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