Offri + Pipedrive

Create or update Offri contacts from new Pipedrive activities

Stay on top of your sales activities and keep your contact list updated with this workflow. When a new activity is added in Pipedrive, this automation will find the relevant contact in Offri and create or update their details accordingly. Save time and keep your data organized by eliminating manual contact updates.

Stay on top of your sales activities and keep your contact list updated with this workflow. When a new activity is added in Pipedrive, this automation will find the relevant contact in Offri and create or update their details accordingly. Save time and keep your data organized by eliminating manual contact updates.

  1. When this happens...
    PipedrivePipedrive
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Find and Create/Update Contact Person

    Finds and updates a Contact Person, optionally creates one if it doesn't exist

    ActionWrite
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Supported triggers and actions

    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management
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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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