Pipedrive + Tilkee
Update Pipedrive deals to won after new quotes have been signed on Tilkee
Sales teams don't like to spend time updating their CRM. Using this Zapier template, a Pipedrive deal can be updated as won automatically each time a new lead signs a quote through Tilkee.
Sales teams don't like to spend time updating their CRM. Using this Zapier template, a Pipedrive deal can be updated as won automatically each time a new lead signs a quote through Tilkee.
- When this happens...Document Has Been Signed
Triggers when a contact signed a document through one of your access link.
- automatically do this!Update Deal
Updates an existing deal.
- Free forever for core features
- 14 day trial for premium features & apps
New Connexion
Triggers when a new connexion is done on your projects.
Try ItDocument Has Been Signed
Triggers when a contact signed a document through one of your access link.
Try ItNameRequired
ContentRequired
FormatRequired
Tags
External ID
Favorite
Retention
Retention delay
Share with these User IDs
Share with everyone
Project IDRequired
Project Name
Downloadable
Tags
External ID
Share with the user IDs
Notifications enabled
Email cible
Theme ID
VCard ID
New Contact Accessed Your Document
Triggers when a new contact access your document for the first time using the link with authentication.
Try ItProject IDRequired
NameRequired
TypeRequired
Item ID
Downloadable
Signable
Watermark text
Watermark position
Content
Format
External ID
Tags
Favorite
Share with these User IDs
Share with everyone
Retention
Retention delay
Project ID to clone
Project NameRequired
Project downloadable
Expiration date
Project Tags
Project external ID
Share with the user IDs
Notifications enabled
Email cible
VCard ID
Theme ID
Is Template
Access links nameRequired
Search
Owner ID
Tags
Tag operator
Expand
Type
Extension
Shared
Favorite
Created at (start)
Created at (end)
Limit
Skip
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 Tilkee
Use Tilkee's latest API to track how your contacts read your documents.