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Meetime + Pipefy

Convert won leads in Meetime to new cards in Pipefy

Effortlessly manage your sales process with this Meetime-Pipefy integration. Whenever a lead is marked as won in Meetime, this workflow will create a new card in Pipefy, ensuring your team stays on top of all successful leads. Save time and streamline your sales pipeline by automating this crucial step in your CRM process.

Effortlessly manage your sales process with this Meetime-Pipefy integration. Whenever a lead is marked as won in Meetime, this workflow will create a new card in Pipefy, ensuring your team stays on top of all successful leads. Save time and streamline your sales pipeline by automating this crucial step in your CRM process.

  1. When this happens...
    MeetimeMeetime
    Lead Won

    Triggers when a lead is won

    TriggerInstant
  2. automatically do this!
    PipefyPipefy
    Create Card

    Creates a new card.

    ActionWrite
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Supported triggers and actions

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

    Activity Finished

    Triggers when an activity is finished by the user.

    Trigger
    Instant
    Try It
  • Meetime triggers, actions, and search

    Lead Lost

    Trigger when a lead is lost

    Trigger
    Instant
    Try It

    • CadênciaRequired

    • Ignorar o erro se o lead já possuir uma prospecção ativa

    • Iniciar Imediatamente

    • Email

    • Primeiro Nome

    • Nome Completo

    • Empresa

    • Telefones

    • Cargo

    • Site

    • Estado

    • Cidade

    • Twitter

    • Facebook

    • LinkedIn

    • Anotações

    • Criado em

    • Campanha de Origem

    • Fonte

    • Conversão de Origem

    • Canal de Origem

    • Dono do lead

    • Identificador externo

    Action
    Write

    • PipeRequired

    Trigger
    Instant
    Try It
meetime logo
meetime logo

About Meetime

Meetime Inside Sales Platform. With Meetime you can create Workflows for sales prospects. Meetime organizes the activities of your sales development representatives based on the cadences you set up, according to the type of clients you want to reach. We also integrate with your CRM to keep your data always on sync.
Learn more

Related categories

  • Contact Management
pipefy logo
pipefy logo

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Learn more

Related categories