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Pipedrive + Qwilr

Create activity on Pipedrive when Qwilr projects are viewed

We often forget to follow up with leads once they've reviewed our sales and marketing documents. This Zapier automation will not only remind you to follow up by creating a new Pipedrive activity but also enable you to do so in a timely manner, as soon as your Qwilr project is first viewed by a client.

We often forget to follow up with leads once they've reviewed our sales and marketing documents. This Zapier automation will not only remind you to follow up by creating a new Pipedrive activity but also enable you to do so in a timely manner, as soon as your Qwilr project is first viewed by a client.

  1. When this happens...
    QwilrQwilr
    Project First Viewed

    Triggers when a project is first viewed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity.

    ActionWrite
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Supported triggers and actions

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

    Project Accepted

    Triggers when a project is accepted.

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

    Project First Viewed

    Triggers when a project is first viewed.

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

    Create Project

    Creates a new project.

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
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.
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Related categories

  • CRM (Customer Relationship Management)

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qwilr logo
qwilr logo

About Qwilr

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

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