Create Pipedrive tasks for new Pipedrive leads qualified by Utopian Labs
Manually qualifying leads and creating tasks in Pipedrive can be time-consuming and prone to errors, especially when dealing with a high volume of new leads. When this Zap runs, it automatically takes new Pipedrive leads, qualifies them using Utopian Labs’ AI agent, and creates Pipedrive tasks for those that meet your criteria—streamlining the entire process. This integration saves time, reduces manual effort, and ensures a more efficient, accurate lead-to-deal pipeline for your business.
Manually qualifying leads and creating tasks in Pipedrive can be time-consuming and prone to errors, especially when dealing with a high volume of new leads. When this Zap runs, it automatically takes new Pipedrive leads, qualifies them using Utopian Labs’ AI agent, and creates Pipedrive tasks for those that meet your criteria—streamlining the entire process. This integration saves time, reduces manual effort, and ensures a more efficient, accurate lead-to-deal pipeline for your business.
- When this happens...New Lead
Triggers when a lead is created.
- automatically do this...Find Organization
Triggers when a new organization is created.
- then do this...Find Person
Triggers when a new person is created.
- then do this...Qualify a Lead
Checks if a lead is an ICP
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Task
Creates a new task.
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