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CosmoLex + Pipedrive

CosmoLex + Pipedrive

CosmoLex + Pipedrive integrations

Create new CosmoLex contacts from Pipedrive leads

Effortlessly manage your growing client base with this Pipedrive to CosmoLex automation. When a new lead is added in Pipedrive, it will create a contact in CosmoLex as well. Now you can seamlessly keep track of potential clients and boost your law practice's efficiency.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with Pipedrive and CosmoLex

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

    • 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 CosmoLex
CosmoLex is a legal practice management solution with robust matter management, billing, accounting, firm analytics and reporting.
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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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