Customer Fields + Pipedrive

Update Customer Fields with new Pipedrive leads for seamless lead management

Enhance your sales process by keeping customer information up-to-date with this efficient workflow. When a new lead is added in Pipedrive, their information will be seamlessly updated in the Customer Fields app. This automation ensures accurate and consistent data across both platforms, enabling your team to focus on nurturing leads and closing more deals.

Enhance your sales process by keeping customer information up-to-date with this efficient workflow. When a new lead is added in Pipedrive, their information will be seamlessly updated in the Customer Fields app. This automation ensures accurate and consistent data across both platforms, enabling your team to focus on nurturing leads and closing more deals.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    Customer FieldsCustomer Fields
    Update Customer

    Update a customer by ID.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
customer-fields logo
customer-fields logo

About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers
Learn more

Related categories

  • eCommerce
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

Related categories

  • CRM (Customer Relationship Management)

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