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Pipedrive + ShareDocView

Create Pipedrive deals from new ShareDocView leads

Create deals on Pipedrive CRM as soon as new email leads are generated from ShareDocView documents. With this integration, you can help your team more quickly qualify and follow up on new leads and opportunities.

Create deals on Pipedrive CRM as soon as new email leads are generated from ShareDocView documents. With this integration, you can help your team more quickly qualify and follow up on new leads and opportunities.

  1. When this happens...
    ShareDocViewShareDocView
    Get Leads

    Triggers when a new email lead is created.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

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

    Get Leads

    Triggers when a new email lead is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

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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sharedocview logo
sharedocview logo

About ShareDocView

ShareDocView is a document sharing platform for lead generation through content marketing.

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