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Pipedrive + Podia

"create new Pipedrive persons when products are signed up for in Podia"

Stay organized and efficient with this automation that instantly adds a new contact in Pipedrive when a new product sign-up occurs in Podia. This workflow ensures your sales team gets immediate access to new leads, helping you maintain better relationships with customers. Now, every time a user signs up for a product in Podia, the workflow creates a new person in Pipedrive, saving time on manual data transfer and enabling your team to focus on nurturing leads.

Stay organized and efficient with this automation that instantly adds a new contact in Pipedrive when a new product sign-up occurs in Podia. This workflow ensures your sales team gets immediate access to new leads, helping you maintain better relationships with customers. Now, every time a user signs up for a product in Podia, the workflow creates a new person in Pipedrive, saving time on manual data transfer and enabling your team to focus on nurturing leads.

  1. When this happens...
    PodiaPodia
    Product Signed Up For

    Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

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

    Someone Leaves Community

    Triggers when a community member cancels their plan (Unavailable on Podia Free).

    Trigger
    Instant
    Try It
    • Tag

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

    Product Signed Up For

    Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).

    Trigger
    Instant
    Try It
    • ProductRequired

    • EmailRequired

    • First Name

    • Last Name

    • Send Registration EmailRequired

    Action
    Write
  • Podia triggers, actions, and search

    Someone Joins Community

    Triggers when someone joins a free or paid community plan (Unavailable on Podia Free).

    Trigger
    Instant
    Try It
    • Waitlist

    Trigger
    Instant
    Try It
    • EmailRequired

    • Notify customerRequired

    • Cancel subscription at the end of current periodRequired

    Action
    Write
    • Tag

    • EmailRequired

    • First name

    • Last name

    • Full name

    Action
    Write
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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

Related categories

  • CRM (Customer Relationship Management)

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podia logo
podia logo

About Podia

Podia lets anyone sell memberships, online courses and digital downloads online.

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