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Painel do Corretor + Pipedrive

Create deals in Painel do Corretor from new Pipedrive leads

Effortlessly manage your sales process by connecting Pipedrive and Painel do Corretor to streamline lead management. With this workflow, whenever a new lead is added in Pipedrive, a deal will be created in Painel do Corretor. Save time by automating the process, allowing you to focus on nurturing leads and closing deals.

Effortlessly manage your sales process by connecting Pipedrive and Painel do Corretor to streamline lead management. With this workflow, whenever a new lead is added in Pipedrive, a deal will be created in Painel do Corretor. Save time by automating the process, allowing you to focus on nurturing leads and closing deals.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    Painel do CorretorPainel do Corretor
    Create Deal

    Creates a new Deal (Negócio).

    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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painel-do-corretor logo

About Painel do Corretor

The Panel do Corretor is the best CRM and quotation app to insurance brokers!
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Related categories

  • CRM (Customer Relationship Management)

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