Customer Fields + Pipedrive

Update Customer Fields for new Pipedrive activities

Keep your customer information up-to-date with this efficient workflow between Pipedrive and Customer Fields. When a new activity occurs in Pipedrive, it will trigger an update to the corresponding customer's details in the Customer Fields app. This seamless connection ensures precise customer data management with minimal manual effort, enhancing your sales and support processes.

Keep your customer information up-to-date with this efficient workflow between Pipedrive and Customer Fields. When a new activity occurs in Pipedrive, it will trigger an update to the corresponding customer's details in the Customer Fields app. This seamless connection ensures precise customer data management with minimal manual effort, enhancing your sales and support processes.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  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
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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
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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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