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Pipedrive + SharpSpring

Pipedrive + SharpSpring

Pipedrive + SharpSpring integrations

Create or update SharpSpring opportunities when new Pipedrive leads are added

Easily manage your sales process by connecting Pipedrive and SharpSpring. With this workflow, any time a new lead is added in Pipedrive, an opportunity in SharpSpring will be created or updated accordingly. Stay organized and efficiently track your sales progress, without missing a beat or manually transferring information between platforms.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create/Update Opportunity
    Create/Update Opportunity
    Create/Update OpportunityCreate or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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More things you can do with Pipedrive and SharpSpring

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • 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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sharpspring logo
About SharpSpring
Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
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