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Encircle + Pipedrive

Encircle + Pipedrive

Encircle + Pipedrive integrations

Create Encircle property claims for new Pipedrive activities

Efficiently manage your property claims with this seamless Pipedrive-Encircle integration. Whenever a new activity occurs in your Pipedrive app, a property claim will be created in Encircle, streamlining your workflow and ensuring no important claims are missed. Keep your claims process organized and up-to-date with this powerful automation.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  2. automatically do this!
    Create Property Claim
    Create Property Claim
    Create Property ClaimCreates a new Property Claim.
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More things you can do with Pipedrive and Encircle

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Encircle
Encircle is the leading provider of real-time documentation and productivity tools for the insurance and restoration industries.
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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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