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Pipedrive + Salesboard

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!

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...
    SalesboardSalesboard
    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

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

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    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

    • Filter IdRequired

    Trigger
    Scheduled
    Try It

    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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salesboard logo

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.
Help

Related categories