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Cling + Pipedrive

Cling + Pipedrive

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.

  1. When this happens...
    Document Viewed
    Document Viewed
    Document ViewedTriggers when a client views the document for the first time.
  2. automatically do this!
    Create Activity
    Create Activity
    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

  • Cling triggers, actions, and search
    Document Accepted

    Triggers when a document changes status to accepted.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Denied

    Triggers when a document changes status to denied.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Sent

    Triggers when a document changes status to sent.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Accepted PDF

    Triggers when a PDF is available after a document was accepted

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Expired

    Triggers when a document changes status to expired.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search
    Document Viewed

    Triggers when a client views the document for the first time.

    Trigger
    Instant
    Try It
    • Client type
    • Client name
      Required
    • Client socialSecurityNumber / organisationNumber
    • Client reference
    • Client email
    • Client cellphone
    • Client cellphone region
    • Client street
    • Client zip
    • Client city
    • Client reverse VAT
    • Client note
    Action
    Write
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About Cling
Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!
Related categories
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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.
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Related Zap Templates

  • Create Cling clients from new Pipedrive deals

 

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