Actionstep + Pipedrive

Create matters in Actionstep for new leads in Pipedrive

Effortlessly manage your new leads with this seamless Pipedrive to Actionstep integration. When a new lead is added in Pipedrive, a matter will be created in Actionstep, ensuring you stay organized and can swiftly tackle the lead management process. This workflow not only streamlines your operations but also enhances overall efficiency within your sales and legal teams.

Effortlessly manage your new leads with this seamless Pipedrive to Actionstep integration. When a new lead is added in Pipedrive, a matter will be created in Actionstep, ensuring you stay organized and can swiftly tackle the lead management process. This workflow not only streamlines your operations but also enhances overall efficiency within your sales and legal teams.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    ActionstepActionstep
    Create Matter

    Creates a new action/matter.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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pipedrive logo
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

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  • CRM (Customer Relationship Management)

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