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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.

  1. short arrow
    long arrow
    When this happens...
    ClingCling
    Document Viewed

    Triggers when a client views the document for the first time.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity.

    ActionWrite

Supported triggers and actions

What does this mean?
cling logo
cling logo
cling logo

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

  • Proposal & Invoice Management
pipedrive logo
pipedrive logo
pipedrive logo

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.

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