Moneypenny + Pipedrive integrations
Create Pipedrive leads from new Moneypenny messages
Not a fan of manually adding leads to your CRM? Activate this template! Once it's active, whenever a new message is received in Moneypenny, a corresponding lead will be added to Pipedrive.
- When this happens...Message ReceivedTriggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform. You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Moneypenny and Pipedrive
Discover other triggers and actions you can use with Moneypenny and Pipedrive
- RecipientsRequired
Try ItTriggerInstant- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.
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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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