Instantly + Pipedrive

Update persons in Pipedrive when new events occur in Instantly

When a new event occurs in Instantly, let this workflow quickly streamline your process by updating a person’s details in Pipedrive. No need for manual inputs or constant checking—this setup takes care of it, saving you precious time and enhancing productivity within your sales process. Perfect for keeping your Pipedrive contacts up-to-date with significant events from Instantly in real-time.

When a new event occurs in Instantly, let this workflow quickly streamline your process by updating a person’s details in Pipedrive. No need for manual inputs or constant checking—this setup takes care of it, saving you precious time and enhancing productivity within your sales process. Perfect for keeping your Pipedrive contacts up-to-date with significant events from Instantly in real-time.

  1. When this happens...
    InstantlyInstantly
    New Event

    Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Person

    Updates an existing person.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

    • Campaign

    • Event Type

    Trigger
    Instant
    Try It
    • CampaignRequired

    • TagRequired

    Action
    Write
    • CampaignRequired

    • Ignore if lead exists in other campaigns

    • Launch campaign if it is paused or completed

    • Email addressRequired

    • First Name

    • Last Name

    • Company Name

    • Personalization

    • Custom Variables

    Action
    Write
    • Campaign

    • Email AddressRequired

    Action
    Write
    • Email accountsRequired

    • TagRequired

    Action
    Write
    • Email or domainRequired

    Action
    Write
    • Tag LabelRequired

    • Tag Description

    Action
    Write
    • Email accountsRequired

    • TagRequired

    Action
    Write
instantly logo
instantly logo

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.
Learn more

Related categories

  • Email
pipedrive logo
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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