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Pipedrive + SalesClue

Pipedrive + SalesClue

Pipedrive + SalesClue integrations

Create people and notes in Pipedrive for new views in SalesClue

Once it's active, whenever a new file sent via SalesClue has been viewed, this template will search for a Pipedrive person and create one if they don't already exist. Finally, this template will create a note in Pipedrive.

  1. When this happens...
    Updated File History
    Updated File History
    Updated File History Triggers when a file is updated.
  2. automatically do this!
    Create Note
    Create Note
    Create NoteCreates a new note.
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More things you can do with SalesClue and Pipedrive

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

    • File
      Required
    Trigger
    Instant
    Try It
    • Links
      Required
    Trigger
    Instant
    Try It
    • Client Name
      Required
    • Client Email
      Required
    Action
    Write
  • Action
    Write
    • File
      Required
    Trigger
    Instant
    Try It
    • Files
      Required
    Trigger
    Instant
    Try It
  • Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    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.
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About SalesClue
SalesClue - sales document & customer analytics tool
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