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Pipedrive + Tilkee

Pipedrive + Tilkee

Pipedrive + Tilkee integrations

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.

  1. When this happens...
    Document Has Been Signed
    Document Has Been Signed
    Document Has Been SignedTriggers when a contact signed a document through one of your access link.
  2. automatically do this!
    Update Deal
    Update Deal
    Update DealUpdates an existing deal.
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More things you can do with Tilkee and Pipedrive

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

  • Tilkee triggers, actions, and search
    New Connexion

    Triggers when a new connexion is done on your projects.

    Trigger
    Instant
    Try It
  • Tilkee triggers, actions, and search
    Document Has Been Signed

    Triggers when a contact signed a document through one of your access link.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Content
      Required
    • Format
      Required
    • Tags
    • External ID
    • Favorite
    • Retention
    • Retention delay
    • Share with these User IDs
    • Share with everyone
    Action
    Write
    • Project ID
      Required
    • Project Name
    • Downloadable
    • Tags
    • External ID
    • Share with the user IDs
    • Notifications enabled
    • Email cible
    • Theme ID
    • VCard ID
    Action
    Write
  • Tilkee triggers, actions, and search
    New Contact Accessed Your Document

    Triggers when a new contact access your document for the first time using the link with authentication.

    Trigger
    Instant
    Try It
    • Project ID
      Required
    • Name
      Required
    • Type
      Required
    • 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
    Action
    Write
    • Project ID to clone
    • Project Name
      Required
    • 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 name
      Required
    Action
    Write
    • Search
    • Owner ID
    • Tags
    • Tag operator
    • Expand
    • Type
    • Extension
    • Shared
    • Favorite
    • Created at (start)
    • Created at (end)
    • Limit
    • Skip
    Action
    Search
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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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About Tilkee
Use Tilkee's latest API to track how your contacts read your documents.
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