Pipedrive + Tilkee

Create Pipedrive leads when new contacts access Tilkee documents

When a new contact interacts with your content on your website, you need to add it to your CRM. With this Zapier template active, a lead will be created in Pipedrive whenever a new contact enters their email to access your public documents in Tilkee.

When this happens...
New Contact Accessed Your Document
Triggers when a new contact access your document for the first time using the link with authentication.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Connexion
Triggers when a new connexion is done on your projects.
Trigger
Instant
Try It
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
- Project IDRequired
- Expand
Action
Search

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It

New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write

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
- Search
- Tags
- Owner ID
- Consulted
- Consultable
- Signed
- Favorite
- Verdict
- Created at (start)
- Created at (end)
- Is template
- Shared
- Expand
- Limit
- Skip
Action
Search
- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Note IDRequired
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

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

About Tilkee

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

Related categories

Proposal & Invoice Management

Related Zap Templates

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

Create Tilkee projects and send Gmail emails for new Pipedrive leads

Pipedrive + Tilkee

Create Pipedrive leads when new contacts access Tilkee documents

New Connexion

Document Has Been Signed

Create Item

Update Project

Get One Project

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Updated Organization

Add Label to Person

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Update Deal

Update Organization

API Request (Beta)

Find Deal

Find Deals Associated with a Person

Find Multiple Leads

Find Notes

Find Person

Find Product(s)

Find or Create Activity

Find Multiple Deals

Find or Create Organization

Find or Create Product

New Contact Accessed Your Document

Add Components

Create Project

Get Items

Get Projects

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Person Matching Filter

Updated Deal

Updated Person

Add Product to Deal

Create Deal

Add Follower

Create Note

Create Person

Update Activity

Update Lead

Update Person

Find Activity

Find Multiple Deals

Find Lead

Retrieve Note

Find Organization

Find Product

Find User

Find or Create Deal

Find or Create Lead

Find or Create Person

About Pipedrive

Related categories

Similar apps

Zoho CRM

Zendesk Sell

Agile CRM

About Tilkee

Related categories

Related Zap Templates

Related Zap Templates