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Pipedrive + RepCard

Pipedrive + RepCard

Pipedrive + RepCard integrations

Create new Pipedrive deals when appointments are set in RepCard

Set up a seamless workflow between RepCard and Pipedrive to streamline and enhance your sales process. Whenever an appointment gets scheduled in RepCard, a new deal is instantly created in Pipedrive. This automation not only saves time but also ensures that no potential client falls through the cracks, directly contributing to better sales results.

  1. When this happens...
    Appointment Set
    Appointment Set
    Appointment SetTriggers when a new Appointment is created for any contact.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with RepCard and Pipedrive

Discover other triggers and actions you can use with RepCard and Pipedrive

    • Trigger when any appointment is changed to the status(s) below:
      Required
    Trigger
    Instant
    Try It
  • RepCard triggers, actions, and search
    New Contact

    Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

    Trigger
    Instant
    Try It
    • Trigger when any contact is changed to the status(s) below:
    Trigger
    Instant
    Try It
    • Event
      Required
    • First Name
    • Last Name
    • Ticket Number
      Required
    • Email
    • Phone Number
    • Company Name
    • Ticket Type
      Required
    Action
    Write
  • RepCard triggers, actions, and search
    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event below
      Required
    Trigger
    Instant
    Try It
    • Stat
      Required
    • Date Time
      Required
    • Owner Type
      Required
    • Stat Owner
      Required
    • Stat UID
      Required
    • Stat Value
      Required
    Action
    Write
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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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About RepCard
RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
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