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Pipedrive + Tilkee

Pipedrive + Tilkee

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.

  1. When this happens...
    New Contact Accessed Your Document
    New Contact Accessed Your Document
    New Contact Accessed Your DocumentTriggers when a new contact access your document for the first time using the link with authentication.
  2. automatically do this!
    Create Lead
    Create Lead
    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

  • 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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