Cling + Pipedrive integrations
Create Pipedrive activities from new documents viewed in Cling
After someone views your quote, you'll want to know about it. This automation creates activities in Pipedrive when clients have viewed proposals in Cling.
- When this happens...Document ViewedTriggers when a client views the document for the first time.
- automatically do this!Create ActivityCreates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
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More things you can do with Cling and Pipedrive
Discover other triggers and actions you can use with Cling and Pipedrive
- Document Accepted
Triggers when a document changes status to accepted.
Try ItTriggerInstant - Document Denied
Triggers when a document changes status to denied.
Try ItTriggerInstant - Document Sent
Triggers when a document changes status to sent.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerInstant
- Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItTriggerInstant - Document Expired
Triggers when a document changes status to expired.
Try ItTriggerInstant - Document Viewed
Triggers when a client views the document for the first time.
Try ItTriggerInstant - Client type
- Client nameRequired
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
ActionWrite
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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.
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