Pipedrive + Tilkee integrations
Create Pipedrive leads when new contacts access Tilkee documents
When a new contact interacts with your content on your website, you need to add it to your CRM. With this Zapier template active, a lead will be created in Pipedrive whenever a new contact enters their email to access your public documents in Tilkee.
- When this happens...New Contact Accessed Your DocumentTriggers when a new contact access your document for the first time using the link with authentication.
- automatically do this!Create LeadCreates a new lead.
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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
- New Connexion
Triggers when a new connexion is done on your projects.
Try ItTriggerInstant - Document Has Been Signed
Triggers when a contact signed a document through one of your access link.
Try ItTriggerInstant - NameRequired
- ContentRequired
- FormatRequired
- Tags
- External ID
- Favorite
- Retention
- Retention delay
- Share with these User IDs
- Share with everyone
ActionWrite- Project IDRequired
- Project Name
- Downloadable
- Tags
- External ID
- Share with the user IDs
- Notifications enabled
- Email cible
- Theme ID
- VCard ID
ActionWrite
- New Contact Accessed Your Document
Triggers when a new contact access your document for the first time using the link with authentication.
Try ItTriggerInstant - Project 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
ActionWrite- 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
ActionWrite- Search
- Owner ID
- Tags
- Tag operator
- Expand
- Type
- Extension
- Shared
- Favorite
- Created at (start)
- Created at (end)
- Limit
- Skip
ActionSearch
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