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.
- When this happens...New LeadTriggers when a lead is created.
- automatically do this!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 filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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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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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