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Quickly connect Advantage Anywhere to Pipedrive with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Advantage Anywhere with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead or Prospect Created" from Advantage Anywhere.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Advantage Anywhere and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead or Prospect Created
Triggers when there's a new lead or prospect is created in Advantage Anywhere.
Try ItTriggerPolling - Note ContentRequired
ActionWrite- First NameRequired
- Last NameRequired
- Category NameRequired
- Company
- EmailRequired
- Phone Number
- Additional Phone
- Address
- Address Extended
- City
- State
- Zip Code
- Country
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
- New Referral Source
Triggers when a new referral source is created in Advantage Anywhere.
Try ItTriggerPolling - Notification MessageRequired
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
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