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iClosed + Pipedrive

iClosed + Pipedrive

iClosed + Pipedrive integrations

Create new Pipedrive people from booked iClosed calls

When a new contact call is booked in the iClosed app, streamline your workflow with this automation that immediately creates a person in Pipedrive. This not only spares you the effort of manual data entry but also ensures that no new contact falls through the cracks. Manage communication with potential clients more efficiently by keeping your contact information updated and organized.

  1. When this happens...
    Call Booked
    Call Booked
    Call BookedTriggers when a new call is scheduled in iClosed.
  2. automatically do this!
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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More things you can do with iClosed and Pipedrive

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

    • Custom Field ID
      Required
    Trigger
    Instant
    Try It
  • iClosed triggers, actions, and search
    Call Cancelled

    Triggers when a call is cancelled by an Invitee or by a Closer.

    Trigger
    Instant
    Try It
    • Event Type
      Required
    Trigger
    Instant
    Try It
  • iClosed triggers, actions, and search
    Setter Owner Assigned

    Triggers when a setter owner is assigned to a contact

    Trigger
    Instant
    Try It
    • Call Outcome
      Required
    • Trigger When Outcome is:
    Trigger
    Instant
    Try It
    • Final Status
      Required
    • Wait for X Seconds
    • Send Last Active Status?
    Trigger
    Instant
    Try It
    • Trigger
      Required
    Trigger
    Instant
    Try It
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About iClosed
iClosed is a sales analytics & scheduler platform that helps you scale your business.
Related categories
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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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Related Zap Templates

  • Create new Pipedrive deals when contacts book calls in iClosed

 

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