DocSend + Pipedrive
Create new Pipedrive deals for new DocSend visits
Streamline your sales process with this efficient workflow between DocSend and Pipedrive. Whenever a new visit takes place within DocSend, this automation instantly creates a deal in Pipedrive, saving you valuable time and energy. Manage your contacts and deals within Pipedrive seamlessly, and enhance your productivity while ensuring no opportunity is missed.
Streamline your sales process with this efficient workflow between DocSend and Pipedrive. Whenever a new visit takes place within DocSend, this automation instantly creates a deal in Pipedrive, saving you valuable time and energy. Manage your contacts and deals within Pipedrive seamlessly, and enhance your productivity while ensuring no opportunity is missed.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Deal
Creates a new deal.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItActivity filterRequired
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New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItNew Activity
Triggers when a new activity is created.
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