Pipedrive + VanillaSoft
Create Pipedrive activities for new qualified VanillaSoft contacts
After a new prospect has been qualified by a result code in VanillaSoft, you'll want to move on to the next stage of the sales process. This Zapier automation will create an activity in Pipedrive after a new prospect has been resulted in VanillaSoft so the next stage of the sales process can start as soon as possible.
After a new prospect has been qualified by a result code in VanillaSoft, you'll want to move on to the next stage of the sales process. This Zapier automation will create an activity in Pipedrive after a new prospect has been resulted in VanillaSoft so the next stage of the sales process can start as soon as possible.
- When this happens...Result a Contact
Triggers when a Contact in VanillaSoft is resulted.
- automatically do this!Create Activity
Creates a new activity.
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VanillaSoft Zap NameRequired
Description
VanillaSoft Project NameRequired
Select VanillaSoft Result Codes to associate with this Trigger
Email on ErrorRequired
Send Data Email on Last Error
Email last error data to
Try ItNew Activity
Triggers when a new activity is created.
Try ItNew Deal
Triggers when a new deal is created.
Try ItNew Lead
Triggers when a Lead is created.
Try It
VanillaSoft Zap NameRequired
DescriptionRequired
VanillaSoft Project NameRequired
Email on Success
Email on ErrorRequired
Create New ContactsRequired
Flag New ContactsRequired
Route New Contacts as a First PriorityRequired
Delay Routing of New Contacts
Create Duplicates For Contacts That Share The Same Phone NumberRequired
Flag DuplicatesRequired
Error response for duplicate contact
Update existing contactsRequired
Update Key FieldRequired
Route Updated as a First PriorityRequired
Reopen and flag updated contacts (Recommended)Required
Filter IdRequired
Try ItFilterRequired
Deal Status
Try ItNew Note
Triggers when a new note is created.
Try It
