FieldPulse + Pipedrive

Create FieldPulse leads from new Pipedrive deal matching filters

Streamline your sales process by connecting Pipedrive and FieldPulse with this workflow. When a deal matches a specified filter in Pipedrive, a new lead will be created in FieldPulse. Save time and ensure you never miss an opportunity by automating this crucial step in your sales pipeline.

Streamline your sales process by connecting Pipedrive and FieldPulse with this workflow. When a deal matches a specified filter in Pipedrive, a new lead will be created in FieldPulse. Save time and ensure you never miss an opportunity by automating this crucial step in your sales pipeline.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    FieldPulseFieldPulse
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
fieldpulse logo
fieldpulse logo

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

Related categories

  • CRM (Customer Relationship Management)
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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