Docsify + Pipedrive Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Docsify and Pipedrive, with as many as 65 possible integrations. Are you ready to find your productivity superpowers?
Create Pipedrive deals from new Docsify viewed documents
Do you know how slow time goes by when you are waiting for a response to an important email, right? How about if a new deal would be created in your Pipedrive CRM in a second once the recipient viewed an attached document? This integration will do it for you! Whenever a new attached document is viewed by the recipient in your Gmail, Zapier will automatically create a new deal for it in Pipedrive.
*Note: This Zapier integration doesn't create a new deal on Pipedrive from a just opened document, only after it was finished viewing by the recipient.
How this Docsify-Pipedrive integration works
- The attached Docsify document was opened and viewed by the recipient.
- Zapier automatically creates a new deal in Pipedrive
It's easy to connect Docsify + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.
Trigger when the email was opened.
Creates a new person.
Trigger when the document was opened.
Creates a new deal.
Triggers when a new deal is created.
Creates a new activity.
Triggers when an existing deal is updated.
Updates an existing person.
Triggers when a new activity is created.
Updates an existing activity.
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