Docketwise + Pipedrive

Create Docketwise contacts from new Pipedrive activities

Effortlessly track new activities in Pipedrive and maintain up-to-date contact information in Docketwise with this seamless workflow. When a new activity is added in Pipedrive, a corresponding contact will be created in Docketwise, ensuring consistency in record-keeping and saving time. Stay organized and enhance collaboration with this easy-to-use automation.

Effortlessly track new activities in Pipedrive and maintain up-to-date contact information in Docketwise with this seamless workflow. When a new activity is added in Pipedrive, a corresponding contact will be created in Docketwise, ensuring consistency in record-keeping and saving time. Stay organized and enhance collaboration with this easy-to-use automation.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DocketwiseDocketwise
    Create Contact

    Creates a new Contact

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
docketwise logo
docketwise logo

About Docketwise

Docketwise is a practice management and forms software for immigration lawyers and law firms.

Related categories

  • Forms & Surveys

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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.
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  • CRM (Customer Relationship Management)

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