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Pipedrive + zipForm Plus

Pipedrive + zipForm Plus

Pipedrive + zipForm Plus integrations

Create contacts in zipForm Plus from new Pipedrive leads

Easily manage your new leads from Pipedrive by creating corresponding contacts in zipForm Plus with this automation. Whenever a new lead is added in Pipedrive, a contact will be created in zipForm Plus, ensuring all your essential client information is up-to-date and organized. Streamline your lead management process and stay ahead of the game with this seamless workflow.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactTriggers when a new contact is added to a zipForm Address Book.
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More things you can do with Pipedrive and zipForm Plus

Discover other triggers and actions you can use with Pipedrive and zipForm Plus

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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 zipForm Plus
For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.
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Related Zap Templates

  • Create contacts in zipForm Plus for new Pipedrive activities

 

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