Pipedrive + Posh

Create Pipedrive leads from new Posh messages

Unearth new business advancements with this workflow. When a message arrives in your Posh platform, a new lead will be generated in Pipedrive in real-time. This allows you to further your business prospects without the hassle of manually transferring data between platforms. Streamline your lead generation process and bolster your sales initiatives with this efficient and time-saving setup.

Unearth new business advancements with this workflow. When a message arrives in your Posh platform, a new lead will be generated in Pipedrive in real-time. This allows you to further your business prospects without the hassle of manually transferring data between platforms. Streamline your lead generation process and bolster your sales initiatives with this efficient and time-saving setup.

  1. When this happens...
    PoshPosh
    Message

    Triggers when agent takes a message on behalf of you.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Phone NumberRequired

    • RequestRequired

    Action
    Write
    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
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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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posh logo
posh logo

About Posh

Posh is a virtual receptionist service.

Related categories

  • Communication