Egnyte + Pipedrive Integrations

How to connect Egnyte + Pipedrive

Zapier lets you send info between Egnyte and Pipedrive automatically—no code required.

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Popular Egnyte + Pipedrive workflows

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Create Pipedrive person records for new Egnyte files in a folder parsed by CandidateZip Resume/Job Parser
Egnyte + CandidateZip Resume/Job Parser + Pipedrive
More details
When this happens
Step 1: New File in Folder
Then do this
Step 2: Parse Resume Standard
Then do this
Step 3: Create Person
See Zap details Try it
Create Pipedrive person records for new Egnyte files in a folder parsed by CandidateZip Resume/Job Parser
Create Pipedrive person records for new Egnyte files in a folder parsed by CandidateZip Resume/Job Parser
Egnyte + CandidateZip Resume/Job Parser + Pipedrive

Do Even More with Egnyte + Pipedrive

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Egnyte + Pipedrive workflows do more for them.

Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create Pipedrive person records for new Egnyte files in a folder parsed by CandidateZip Resume/Job Parser
Create Pipedrive person records for new Egnyte files in a folder parsed by CandidateZip Resume/Job Parser
Try it
CandidateZip Resume/Job Parser + Egnyte + Filter by Zapier + 1 more

Supported triggers and actions

What does this mean?

New File in Folder
Triggers when a new file appears in the folder.
Trigger
Scheduled
List Folders
Lists all folders in /Shared.
Trigger
Scheduled
Upload File
Uploads a file to the specified folder.
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Trigger
Scheduled

New Deal
Triggers when a new deal is created.
Trigger
Instant
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
Trigger
Scheduled

New Lead
Triggers when a Lead is created.
Trigger
Scheduled

Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
Pipedrive
Adds a product to a deal.
Scheduled
Action
Pipedrive
Creates a new activity.
Scheduled
Action
Pipedrive
Creates a new deal.
Scheduled
Action
Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
Pipedrive
Creates a new lead.
Scheduled
Action
Pipedrive
Creates a new note.
Scheduled
Action
Pipedrive
Creates a new organization.
Scheduled
Action
Pipedrive
Creates a new person.
Scheduled
Action
Pipedrive
Creates a new product.
Scheduled
Action
Pipedrive
Updates an existing activity.
Scheduled
Action
Pipedrive
Updates an existing deal.
Scheduled
Action
Pipedrive
Updates an existing organization.
Scheduled
Action
Pipedrive
Updates an existing person.
Scheduled
Action
Pipedrive
Finds an activity by subject.
Scheduled
Action
Pipedrive
Finds a deal by name.
Scheduled
Action
Pipedrive
Finds an organization.
Scheduled
Action
Pipedrive
Finds a person.
Scheduled
Action
Pipedrive
Finds a product by name.
Scheduled
Action
Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action

How Egnyte + Pipedrive Integrations Work

Step 1: Authenticate Egnyte and Pipedrive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Egnyte + Pipedrive

Pipedrive Tutorials

About Egnyte

Egnyte enables users to easily and securely share files on-premises and in the cloud. Egnyte’s award-winning platform integrates with any cloud, storage, device and business application to enable customers to optimize their collaboration environments through secure access, centralized control and unified visibility.

Learn More

Related categories

File Management & Storage

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.