Cling + Pipedrive
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.
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 Viewed
Triggers when a client views the document for the first time.
- automatically do this!Create Activity
Creates a new activity.
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Denied
Triggers when a document changes status to denied.
Try ItDocument Sent
Triggers when a document changes status to sent.
Try ItNew Document
Triggers when a new document is created.
Try It
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItDocument Expired
Triggers when a document changes status to expired.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient 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
