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Compass + Pipedrive

Compass + Pipedrive

Compass + Pipedrive integrations

Create new Compass leads from new Pipedrive persons

Enhance your sales force efficiency with this seamless workflow. When a new contact is added in Pipedrive, this workflow creates a fresh lead in your Compass app using the same details. With this, you never have to worry about manual data entry or missing out on a potential client. Use this automation to ensure your sales pipeline in Compass stays updated with all the new entries from Pipedrive.

  1. When this happens...
    New Person
    New Person
    New PersonTriggers when a new person is created.
  2. automatically do this!
    Create a New Lead
    Create a New Lead
    Create a New LeadCreate a new lead in your Compass CRM.
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More things you can do with Pipedrive and Compass

Discover other triggers and actions you can use with Pipedrive and Compass

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Compass
Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
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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.
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Related Zap Templates

  • Create new Compass leads from new Pipedrive leads

 

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