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Pipedrive + Social Intents

Create new Pipedrive persons for each new lead in Social Intents

Boost your sales efficiency with this workflow. When a new lead is identified on Social Intents, it instantly creates a person in your Pipedrive system. This streamlined process allows your marketing and sales teams to begin their outreach more quickly, capitalizing on hot leads while they're still fresh. Rather than manually transferring this crucial data, this automation ensures that every potential customer is catered to promptly and properly.

Boost your sales efficiency with this workflow. When a new lead is identified on Social Intents, it instantly creates a person in your Pipedrive system. This streamlined process allows your marketing and sales teams to begin their outreach more quickly, capitalizing on hot leads while they're still fresh. Rather than manually transferring this crucial data, this automation ensures that every potential customer is catered to promptly and properly.

  1. When this happens...
    Social IntentsSocial Intents
    New Lead

    Triggers when a new lead is received.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Chat WidgetRequired

    Trigger
    Instant
    Try It
    • Chat WidgetRequired

    Trigger
    Instant
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • App WidgetRequired

    Trigger
    Instant
    Try It
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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.
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Related categories

  • CRM (Customer Relationship Management)

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social-intents logo
social-intents logo

About Social Intents

Social Intents lets you live chat with your customers in real-time to provide exceptional service.

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