Pipedrive + WhatConverts

Create new Pipedrive persons from new WhatConverts leads

Ensure that every new lead you generate in WhatConverts swiftly gets added to your Pipedrive system with this automation. It initiates a process when a new lead is recorded in WhatConverts, instantly creating a person in Pipedrive, hence helping you stay organized and follow up effectively. No more manual instances or loss of crucial leads, allow this workflow to keep your sales pipeline updated and efficient.

When this happens...
New Lead
Triggers when a new lead is received.
TriggerInstant
automatically do this!
Create Person
Creates a new person.
ActionWrite

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Supported triggers and actions

What does this mean?

- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)Required
- Phone Calls (In Progress)Required
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)Required
- EmailsRequired
- AppointmentRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Profile
- Account
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Write
- Lead IDRequired
- Quotable
- Quote Value
- Sales Value
- Lead Page
- Additional Fields
Action
Write
- ProfileRequired
- Lead ID
- Lead TypeRequired
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- Send Notification
- Date & Time
- WC Client Current
- IP Address
- Phone Number
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It

New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write

- Lead Type
- Phone Calls (Completed)Required
- Phone Calls (Modified)
- Phone Calls (In Progress)
- Text MessagesRequired
- Web FormsRequired
- E-Commerce TransactionsRequired
- Custom EventsRequired
- Chats (Completed)Required
- Chats (In Progress)
- EmailsRequired
- AppointmentsRequired
- OtherRequired
- ProfileRequired
Trigger
Instant
Try It
- Lead TypeRequired
- Send Notification
- Profile
- Date & Time
- Quotable
- Quote Value
- Sales Value
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Write
- ProfileRequired
- Lead ID
- Lead Type
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Caller Number
- Email Address
- User ID
- Spam
- Duplicate
- Lead Source
- Lead Medium
- Lead Campaign
- Lead Content
- Lead Keyword
Action
Search
- ProfileRequired
- Lead TypeRequired
- Lead Status
- Start Date
- End Date
- Quotable
- Quote Value
- Sales Value
- Spam
- Duplicate
- Send Notification
- Date & Time
- WC Client Current
- Referrer Source
- Referrer Medium
- Referrer Campaign
- Referrer Content
- Referrer Keyword
- IP Address
- Email Address
- Phone Number
- User ID
- Gclid
- Msclkid
- Lead Page
- Landing Page
- Operating System
- Browser
- Device Type
- Device Make
- Sender Name
- Email Subject
- Email Message
- Form Name
- Tracking Number Name
- Tracking Number
- Destination Number
- Caller Number
- Caller Name
- Call Duration in Seconds
- Caller City
- Caller Zip
- Caller State
- Caller Country
- Answer Status
- Line Type
- Call Transcription
- Voicemail Transcription
- Message
- Event Category
- Event Action
- Event Label
- Transaction ID
- Transaction Tax
- Transaction Shipping
- Additional Fields
Action
Search or write
- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Note IDRequired
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

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