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Pipedrive + Trevor.io

Create new Pipedrive activities from Trevor.io's new insight results

Boost productivity and stay on top of your valuable insights with this efficient workflow. Whenever there's a new insight result in Trevor.io, it will create an activity in your Pipedrive app. This seamless process ensures you never miss an opportunity to leverage your insights for customer engagement, sales activation, and business growth. With this workflow, you get the information you need when you need it - no manual work required.

Boost productivity and stay on top of your valuable insights with this efficient workflow. Whenever there's a new insight result in Trevor.io, it will create an activity in your Pipedrive app. This seamless process ensures you never miss an opportunity to leverage your insights for customer engagement, sales activation, and business growth. With this workflow, you get the information you need when you need it - no manual work required.

  1. When this happens...
    Trevor.ioTrevor.io
    New Insight Result

    Triggers when a new result is available for a selected insight.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Activity

    Creates a new activity.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger OnRequired

    • FrequencyRequired

    Trigger
    Instant
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
pipedrive logo
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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trevor logo
trevor logo

About Trevor.io

Trevor.io is a data playground connecting directly to your database to empower your team to query live data, build reports, and power dashboards with or without any coding.

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