Pipedrive + Tilkee

Update Pipedrive deals to won after new quotes have been signed on Tilkee

Sales teams don't like to spend time updating their CRM. Using this Zapier template, a Pipedrive deal can be updated as won automatically each time a new lead signs a quote through Tilkee.

Sales teams don't like to spend time updating their CRM. Using this Zapier template, a Pipedrive deal can be updated as won automatically each time a new lead signs a quote through Tilkee.

  1. When this happens...
    TilkeeTilkee
    Document Has Been Signed

    Triggers when a contact signed a document through one of your access link.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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

    New Connexion

    Triggers when a new connexion is done on your projects.

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

    Document Has Been Signed

    Triggers when a contact signed a document through one of your access link.

    Trigger
    Instant
    Try It
    • NameRequired

    • ContentRequired

    • FormatRequired

    • Tags

    • External ID

    • Favorite

    • Retention

    • Retention delay

    • Share with these User IDs

    • Share with everyone

    Action
    Write
    • Project IDRequired

    • Project Name

    • Downloadable

    • Tags

    • External ID

    • Share with the user IDs

    • Notifications enabled

    • Email cible

    • Theme ID

    • VCard ID

    Action
    Write
  • Tilkee triggers, actions, and search

    New Contact Accessed Your Document

    Triggers when a new contact access your document for the first time using the link with authentication.

    Trigger
    Instant
    Try It
    • Project IDRequired

    • NameRequired

    • TypeRequired

    • Item ID

    • Downloadable

    • Signable

    • Watermark text

    • Watermark position

    • Content

    • Format

    • External ID

    • Tags

    • Favorite

    • Share with these User IDs

    • Share with everyone

    • Retention

    • Retention delay

    Action
    Write
    • Project ID to clone

    • Project NameRequired

    • Project downloadable

    • Expiration date

    • Project Tags

    • Project external ID

    • Share with the user IDs

    • Notifications enabled

    • Email cible

    • VCard ID

    • Theme ID

    • Is Template

    • Access links nameRequired

    Action
    Write
    • Search

    • Owner ID

    • Tags

    • Tag operator

    • Expand

    • Type

    • Extension

    • Shared

    • Favorite

    • Created at (start)

    • Created at (end)

    • Limit

    • Skip

    Action
    Search
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)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations

Agile CRM

CRM (Customer Relationship Management)
tilkee-v3 logo
tilkee-v3 logo

About Tilkee

Use Tilkee's latest API to track how your contacts read your documents.

Related categories

  • Proposal & Invoice Management