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Pipedrive + Salesboard

Pipedrive + Salesboard

Pipedrive + Salesboard integrations

Create Pipedrive deals from new Salesboard documents

You can create Pipedrive deals from new Salesboard documents with this template. A Salesboard document is the output of a Salesboard form, which contains data inserted by users and optionally some attachments in PDF or image format. These documents are often referred to as quotes or contracts. You can use the custom fields to filter data as you desire!

  1. When this happens...
    Document Received
    Document Received
    Document ReceivedTriggers when a document is successfully received at Salesboard servers.
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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More things you can do with Salesboard and Pipedrive

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

  • Salesboard triggers, actions, and search
    Appointment Created

    Triggers when a appointment is created.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search
    Result Code Updated

    Triggers when a result code has changed.

    Trigger
    Instant
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Salesboard triggers, actions, and search
    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search
    Write a Audience Record

    Write a Audience Record.

    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 Salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
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