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Oktopost + Pipedrive

Add new social leads from Oktopost to Pipedrive as people

You don’t have to manually create a new person in Pipedrive every time there is a social conversion in Oktopost. Zapier can do it for you. This automation will save new social leads from Oktopost as people in Pipedrive.

You don’t have to manually create a new person in Pipedrive every time there is a social conversion in Oktopost. Zapier can do it for you. This automation will save new social leads from Oktopost as people in Pipedrive.

  1. When this happens...
    OktopostOktopost
    New Social Conversion

    Triggers when a social conversion is captured.

    TriggerInstant
  2. automatically do this...
    OktopostOktopost
    Get Lead

    Get lead data by Id.

    ActionSearch
  3. then do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

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

    Native Post Sent

    Triggers when a native post is added from social media

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

    New Assignment

    Triggers when a conversation is assigned to a new user.

    Trigger
    Instant
    Try It
    • Board

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

    New Social Conversion

    Triggers when a social conversion is captured.

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

    New Advocacy Story

    Triggers when a new story is created on the advocacy board.

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

    New Note on Conversation

    Triggers when a new note is added to a conversation.

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

    New Conversation

    Triggers when a new conversation is available in your inbox.

    Trigger
    Instant
    Try It
oktopost logo
oktopost logo

About Oktopost

Oktopost is a B2B social engagement suite that supports modern data-driven organizations.

Related categories

  • Social Media Marketing
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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