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Add new Pipedrive notes as ClientSuccess engagement interactions

  1. When this happensStep 1: New Note

  2. Then do thisStep 2: Create Engagement Interaction

Never miss a new Pipedrive note and stop spending time on monotonous tasks with this integration! When a new note is added to Pipedrive, Zapier will create an engagement interaction in ClientSuccess automatically.

How this Pipedrive - ClientSuccess integration works

  1. A new note is added to Pipedrive
  2. Zapier creates a new engagement interaction 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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