Pipedrive + SharpSpring

Create or update SharpSpring opportunities when new Pipedrive leads are added

Easily manage your sales process by connecting Pipedrive and SharpSpring. With this workflow, any time a new lead is added in Pipedrive, an opportunity in SharpSpring will be created or updated accordingly. Stay organized and efficiently track your sales progress, without missing a beat or manually transferring information between platforms.

Easily manage your sales process by connecting Pipedrive and SharpSpring. With this workflow, any time a new lead is added in Pipedrive, an opportunity in SharpSpring will be created or updated accordingly. Stay organized and efficiently track your sales progress, without missing a beat or manually transferring information between platforms.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a lead is created.

    TriggerPolling
  2. automatically do this!
    SharpSpringSharpSpring
    Create/Update Opportunity

    Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.

    You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)
sharpspring logo
sharpspring logo

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier