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Octoboard + Pipedrive

Octoboard + Pipedrive

Octoboard + Pipedrive integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Update Number
    Update Number
    Update NumberUpdate numeric value in Octoboard data source.
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More things you can do with Pipedrive and Octoboard

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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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

  • Update Octoboard numbers when new Pipedrive activities occur

 

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