GoCanvas + Pipedrive integrations
Create Pipedrive leads from new GoCanvas submissions
Streamline your lead generation process with this efficient workflow between GoCanvas and Pipedrive. Whenever a new submission is received in GoCanvas, this automation will instantly create a lead in Pipedrive, ensuring that your sales team can take immediate action. Save time and stay organized by seamlessly connecting your mobile forms with your CRM system.
- When this happens...New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with GoCanvas and Pipedrive
Discover other triggers and actions you can use with GoCanvas and Pipedrive
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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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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