Pipedrive + Solve CRM
Create a Pipedrive Deal from Solve CRM
Solve CRM is great for tracking a large amount of relationships. However if you need to track a contact through a deal flow then it's sometimes easier to do in Pipedrive. The Solve CRM Pipedrive integration will automatically create a deal in Pipedrive when a contact is tagged with a certain tag in Solve CRM.
Solve CRM is great for tracking a large amount of relationships. However if you need to track a contact through a deal flow then it's sometimes easier to do in Pipedrive. The Solve CRM Pipedrive integration will automatically create a deal in Pipedrive when a contact is tagged with a certain tag in Solve CRM.
- When this happens...New Tagged Contact
Triggers when a specific tag is applied to a contact.
- automatically do this!Create Deal
Creates a new deal.
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New Company
Triggers when you add a new company.
Try ItCategory TagRequired
Try ItNew User
Triggers when you add a new user account.
Try ItShared With...
Company Name
Categories
New Contact
Triggers when you add a new contact.
Try ItCategory TagRequired
Try ItNew Workgroup
Triggers when a new workgroup is created.
Try ItShared With...
First Name
Last Name
Job Title
Business Address
Business Email
Business Fax
Business Phone Direct
Business Phone Extension
Business Phone Main
Cellular Phone
Home Address
Home Phone
Other Email
Personal Email
Website
Categories
