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Docsify + Pipedrive

Docsify + Pipedrive

Docsify + Pipedrive integrations

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.

  1. When this happens...
    New Document Viewed
    New Document Viewed
    New Document ViewedTrigger when the document was viewed.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with Docsify and Pipedrive

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

    • Title of Recipe
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    • Title of Recipe
      Required
    Trigger
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    • Title of Recipe
      Required
    Trigger
    Instant
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  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
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    • Title of Recipe
      Required
    Trigger
    Instant
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    • Title of Recipe
      Required
    Trigger
    Instant
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    • Activity filter
      Required
    Trigger
    Polling
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    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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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
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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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