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Crelate + Pipedrive

Crelate + Pipedrive

Crelate + Pipedrive integrations

Create new Crelate companies from Pipedrive leads for efficient organization

Effortlessly streamline your sales process with this automation that connects Pipedrive and Crelate. When a new lead is added in Pipedrive, it will trigger the creation of a company in Crelate, ensuring that your client database is consistently updated and well-organized. Save time and resources while maintaining accuracy in your CRM by setting up this intuitive workflow.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Company
    Create Company
    Create CompanyCreates a new company.
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More things you can do with Pipedrive and Crelate

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

    • 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 Crelate
Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.
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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 Crelate companies from Pipedrive activities

 

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