Create new Pipedrive persons from new AgentFire leads
Boost your sales process by integrating AgentFire with Pipedrive. Whenever a new lead is detected in AgentFire, this workflow swiftly creates a new person in your Pipedrive platform. It smooths the transition of your potential customers from capturing to nurturing, ensuring that no opportunity is missed. This seamless process eliminates manual data entry, enabling you to focus more on connecting with your leads.
Boost your sales process by integrating AgentFire with Pipedrive. Whenever a new lead is detected in AgentFire, this workflow swiftly creates a new person in your Pipedrive platform. It smooths the transition of your potential customers from capturing to nurturing, ensuring that no opportunity is missed. This seamless process eliminates manual data entry, enabling you to focus more on connecting with your leads.
- When this happens...New Lead
Triggers when a new lead is captured in the Lead Manager.
- automatically do this!Create Person
Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
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Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in the Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in the Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in the Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in the Lead Manager.
Try ItUpdated Lead
Triggers when an existing lead is updated in the Lead Manager.
Try ItLead IDRequired
Notes
Hot
Agent ID
Office ID
Meta