Pipedrive + SiteCapture
Create new activities in Pipedrive when project statuses are updated in SiteCapture
Keep your sales process smoothly flowing by linking your SiteCapture and Pipedrive apps. With this automation, every time there's an update in Project Status in SiteCapture, an Activity is instantly created in Pipedrive. This ensures up-to-date activity tracking for your projects, making your sales pipeline management more efficient.
Keep your sales process smoothly flowing by linking your SiteCapture and Pipedrive apps. With this automation, every time there's an update in Project Status in SiteCapture, an Activity is instantly created in Pipedrive. This ensures up-to-date activity tracking for your projects, making your sales pipeline management more efficient.
- When this happens...Project Status Updated
Triggers when the project status has been updated.
- automatically do this!Create Activity
Creates a new activity.
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Template Key
StatusRequired
Include Images and Report
Include originals (high res) in images zip file
Only include flagged photos in images zip file
Include folders in images zip file
Include Template Fields
Report Type
Retrieve only recent projects updated in 60 minutes
Maximum number of Projects to retrieve
Try ItProject IdRequired
User IdRequired
Notify User
Remove Previous Assignee Access
Project IdRequired
Project IdRequired
Send initial Email
Send Email Reminders
Project IdRequired
Template KeyRequired
Container Project Id
Project IdRequired
Project IdRequired
Due date
Status
Fields
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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CRM (Customer Relationship Management)About SiteCapture
SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.