Pipedrive + QuickMail
Create new Pipedrive deals when new checkpoints are reached in QuickMail
Streamline your sales pipeline with this QuickMail to Pipedrive workflow. Whenever a new checkpoint is reached within QuickMail, a corresponding deal is instantly created in Pipedrive. This seamless process saves time, eliminates manual data entry, and ensures every sales opportunity is captured as soon as it arises.
Streamline your sales pipeline with this QuickMail to Pipedrive workflow. Whenever a new checkpoint is reached within QuickMail, a corresponding deal is instantly created in Pipedrive. This seamless process saves time, eliminates manual data entry, and ensures every sales opportunity is captured as soon as it arises.
- When this happens...New Checkpoint Reached
Triggers when a prospect reached a checkpoint in the journey.
- automatically do this!Create Deal
Creates a new deal.
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New Bounce
Triggers when an email comes back as a bounce.
Try ItNew Click
Triggers when a prospect clicks on a link.
Try ItNew Open
Triggers when a prospect opens an email.
Try ItNew Reply
Triggers when a prospect replies to you.
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New Checkpoint Reached
Triggers when a prospect reached a checkpoint in the journey.
Try ItNew Journey Completed
Triggers when a prospect has no more steps to execute in the journey.
Try ItNew Opportunity Status
Triggers when an opportunity status is updated.
Try ItNew Journey Sentiment
Triggers when a journey sentiment is set (either through labels or manually setting a reply in your TODOs).
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