Pipedrive + RepCard
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.
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.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Deal
Creates a new deal.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
