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Octoboard + Pipedrive

Update Octoboard numbers when new Pipedrive leads are created

Effortlessly keep your Octoboard dashboard updated with new Pipedrive leads using this convenient workflow. Once set up, every time a new lead is created in Pipedrive, their information will be sent to Octoboard to update the relevant number. This way, you can always track your leads' growth without manual intervention, streamlining your sales process and saving time.

Effortlessly keep your Octoboard dashboard updated with new Pipedrive leads using this convenient workflow. Once set up, every time a new lead is created in Pipedrive, their information will be sent to Octoboard to update the relevant number. This way, you can always track your leads' growth without manual intervention, streamlining your sales process and saving time.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    OctoboardOctoboard
    Update Number

    Update numeric value in Octoboard data source.

    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
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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octoboard logo

About Octoboard

Octoboard builds real-time office TV dashboards, online client portals, automated reports and AI data analytics platform for sharing cloud data with team members, management and clients.

Related categories

  • Analytics
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.
Learn moreHelp

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