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Pipedrive + Tidio

Create new Pipedrive deals when contacts are sent from Tidio bot

Streamline your sales process with this beneficial workflow between Tidio and Pipedrive. Whenever a new contact sends a message from the bot in Tidio, a deal will be created immediately in Pipedrive. Hence, you can guarantee that no potential business opportunity slips through the cracks. Elevate your customer engagement and enhance the effectiveness of your sales cycle with this efficient setup.

Streamline your sales process with this beneficial workflow between Tidio and Pipedrive. Whenever a new contact sends a message from the bot in Tidio, a deal will be created immediately in Pipedrive. Hence, you can guarantee that no potential business opportunity slips through the cracks. Elevate your customer engagement and enhance the effectiveness of your sales cycle with this efficient setup.

  1. When this happens...
    TidioTidio
    Contact Sent From Bot

    Triggers when a contact is sent from the chosen node in your bot.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Send to Zapier NodeRequired

    Trigger
    Instant
    Try It

    • Filter IdRequired

    Trigger
    Scheduled
    Try It

    • FilterRequired

    • Deal Status

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

    New Note

    Triggers when a new note is created.

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

    New Activity

    Triggers when a new activity is created.

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

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

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

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
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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tidio logo
tidio logo

About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
Learn moreHelp

Related categories

  • Customer Support

Related Zap Templates

  • Create new Pipedrive persons from Tidio bot-sent contacts

Related Zap Templates

  • Create new Pipedrive persons from Tidio bot-sent contacts

 

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