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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 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.

  1. When this happens...
    TilkeeTilkee
    New Contact Accessed Your Document

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

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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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
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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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tilkee-v3 logo
tilkee-v3 logo

About Tilkee

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

Related categories

  • Proposal & Invoice Management

Related Zap Templates

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

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