Update Convoso leads when new Pipedrive activities occur
Stay on top of your sales process by updating Convoso leads instantly when there's new activity in Pipedrive. This automation helps streamline your workflow, ensuring that crucial details are added to the respective leads in Convoso so your team can manage and prioritize them effectively. Boost your efficiency and keep your sales efforts organized with this seamless connection between Pipedrive and Convoso.
Stay on top of your sales process by updating Convoso leads instantly when there's new activity in Pipedrive. This automation helps streamline your workflow, ensuring that crucial details are added to the respective leads in Convoso so your team can manage and prioritize them effectively. Boost your efficiency and keep your sales efforts organized with this seamless connection between Pipedrive and Convoso.
- When this happens...New Activity
Triggers when a new activity is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Lead: Update
This is to update lead data in convoso
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail Template Event
Triggers when a new Convoso email template workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Event
Triggers when a new convoso list workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone NumberRequired
Country CodeRequired
Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Queue ID
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User ID
RecipientRequired
Comments
Callback Time ZoneRequired
Callback TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
Extra Field 01
Extra Field 02
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Phone CodeRequired
Campaign IDRequired
Update Lead Status
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status
Check for Duplicates
Check for Duplicates in Archived Leads
Check the DNC
Check the Wireless List
Hopper
Hopper Priority
Hopper Expires In
BlueInk Digital Token
Reject by Carrier Type
Filter Phone Code
Update if Found
Search Campaign ID
Search List ID
Update Order by Last Called Time
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Campaign IDRequired
Description
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log ID ★Required
Revenue
Return
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final Option
Reached Option
Success Option
DNC Option
Callback Option
Contact Option
Voicemail Option
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start Date
End Date
Campaign IDs
List IDs
User IDs
Status IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Campaign ID
Queue ID
List ID
User ID
Call Type
Called Count
Status
Phone Number
First Name
Last Name
Start Time
End Time
Limit
Offset
Order
Include Recordings
ActionThis is an event a Zap performs.SearchFind existing data in your appDNC ID
Campaign ID
Phone Number
Phone Code
Insert Date
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
User ID
Created At (Start Date)
Created At (End Date)
Last Call (Start Date)
Last Call (End Date)
Offset
Return Count Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's Email, First Name, Last Name
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCampaign Event
Triggers when a new convoso campaign workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Queue Event
Triggers when a new Convoso queue workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
User ID
Recipient
Comments
Callback Time Zone
Callback Time
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Name
Campaign ID
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final OptionRequired
Reached OptionRequired
Success OptionRequired
DNC OptionRequired
Callback OptionRequired
Contact OptionRequired
Voicemail OptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Comments
Callback ID
Lead ID
List ID
Recipient Type
User ID
Stage
Offset
Limit
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appIgnore this Field
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
Start Time
End Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
List ID
Campaign ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
Start Date & Time
End Date & Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app