Pipedrive + Talkadot

Create new Pipedrive deals from new Talkadot referral leads

Simplify your sales process with this seamless workflow. Whenever a new referral lead appears in Talkadot, a corresponding deal is instantly created in Pipedrive. This streamlines your pipeline management by ensuring you never miss an opportunity from referrals, enhancing your customer management efficiency.

Simplify your sales process with this seamless workflow. Whenever a new referral lead appears in Talkadot, a corresponding deal is instantly created in Pipedrive. This streamlines your pipeline management by ensuring you never miss an opportunity from referrals, enhancing your customer management efficiency.

  1. When this happens...
    TalkadotTalkadot
    New Referral Lead

    Triggers when a new attendee record who indicates they want to refer you to someone is created.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

  • Talkadot triggers, actions, and search

    New Email Opt In

    Triggers when a new attendee record who indicates they want to be part of your mailing list is created.

    Trigger
    Instant
    Try It
  • Talkadot triggers, actions, and search

    New Referral Lead

    Triggers when a new attendee record who indicates they want to refer you to someone is created.

    Trigger
    Instant
    Try It
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pipedrive logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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talkadot logo
talkadot logo

About Talkadot

Talkadot is the only speaking tool you need to collect testimonials, capture leads and referrals, and generate booking opportunities.
Learn more

Related categories

  • Forms & Surveys