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Grist + Pipedrive

Create or update Grist records from new Pipedrive leads for seamless management

Efficiently manage your new leads in Pipedrive with this seamless workflow that connects with Grist. Whenever a new lead is added to Pipedrive, this automation will create or update the corresponding record in Grist, ensuring your lead information is always up-to-date and in one centralized location. Gain more control and organization over your sales process by effortlessly maintaining accurate lead data across both platforms.

Efficiently manage your new leads in Pipedrive with this seamless workflow that connects with Grist. Whenever a new lead is added to Pipedrive, this automation will create or update the corresponding record in Grist, ensuring your lead information is always up-to-date and in one centralized location. Gain more control and organization over your sales process by effortlessly maintaining accurate lead data across both platforms.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    GristGrist
    Create or Update Record

    Creates a new Record in a Table, or Updates an existing matching Record

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
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    • Filter IdRequired

    Trigger
    Scheduled
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    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
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    • FilterRequired

    Trigger
    Scheduled
    Try It
grist logo
grist logo

About Grist

Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data, your way.

Related categories

  • Spreadsheets
pipedrive logo
pipedrive logo

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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