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Docsify + Pipedrive

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.

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.

  1. When this happens...
    DocsifyDocsify
    New Document Viewed

    Trigger when the document was viewed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
docsify logo
docsify logo

About Docsify

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

Related categories

  • Email
pipedrive logo
pipedrive logo

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.
Learn moreHelp

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