Overloop + Pipedrive

Create new Pipedrive deals when prospects are created in Overloop

Boost your sales process by seamlessly connecting Overloop and Pipedrive. Once a new prospect is added in Overloop, a corresponding deal is instantly established in Pipedrive. This efficient workflow aids in tracking your sales progress and ensures no potential client slips through the cracks, hence, improving your opportunity management.

Boost your sales process by seamlessly connecting Overloop and Pipedrive. Once a new prospect is added in Overloop, a corresponding deal is instantly established in Pipedrive. This efficient workflow aids in tracking your sales progress and ensures no potential client slips through the cracks, hence, improving your opportunity management.

  1. When this happens...
    OverloopOverloop
    Prospect Created

    Triggers when a new prospect is created.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Overloop triggers, actions, and search

    Deal Created

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    Deal Won

    Triggers when a new deal is won.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    Campaign Created

    Triggers when a new campaign is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    Pipeline Created

    Triggers when a new pipeline is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    Deal Lost

    Triggers when a new deal is lost.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    New Exclusion List Item

    Triggers when a new exclusion list item is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    List Created

    Triggers when a new list is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    Stage Created

    Triggers when a new stage is created.

    Trigger
    Scheduled
    Try It
overloop logo
overloop logo

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.
Help

Related categories

  • CRM (Customer Relationship Management)

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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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