Cling + Pipedrive
Create Pipedrive activities from new documents viewed in Cling
After someone views your quote, you'll want to know about it. This automation creates activities in Pipedrive when clients have viewed proposals in Cling.
After someone views your quote, you'll want to know about it. This automation creates activities in Pipedrive when clients have viewed proposals in Cling.
- When this happens...Document Viewed
Triggers when a client views the document for the first time.
- automatically do this!Create Activity
Creates a new activity.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
About Cling
Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!
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About Pipedrive
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.
