EasyBroker + Pipedrive integrations
Create new Pipedrive deals from new EasyBroker contacts
Improve your sales process seamlessly with this workflow. Whenever a new contact is added in EasyBroker, a matching deal is promptly created in Pipedrive. This smooth process not only helps in effectively managing your sales pipeline but also ensures none of your potential clients slip through the cracks. Focus on building meaningful relationships with prospective customers while this workflow takes care of your routine tasks.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create DealCreates a new deal.
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More things you can do with EasyBroker and Pipedrive
Discover other triggers and actions you can use with EasyBroker and Pipedrive
- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - NameRequired
- Phone Number
- Email
- Property ID
- MessageRequired
- SourceRequired
ActionWrite- Happened After
- Happened Before
- Property ID
- Page
- Limit
ActionWrite- Activity filterRequired
Try ItTriggerPolling
- New Contact Request
Triggers when a new contact request is created.
Try ItTriggerPolling - Contact IDRequired
ActionWrite- Property IDRequired
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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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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