Integrate Tilkee with Pipedrive to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Tilkee with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from Tilkee

A trigger is an event that starts your Zap and runs the workflow. For example, with Tilkee, a trigger could be "New Connexion."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Tilkee to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Tilkee to Pipedrive with a Zapier template.

Our most popular template

Update Pipedrive deals to won after new quotes have been signed on Tilkee
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Tilkee + Pipedrive
Create Tilkee projects and send Gmail emails for new Pipedrive leads
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Pipedrive + Tilkee + Gmail
Create Pipedrive leads when new contacts access Tilkee documents
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Tilkee + Pipedrive

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

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Tilkee + Pipedrive

Create Tilkee projects and send Gmail emails for new Pipedrive leads

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Pipedrive + Tilkee + Gmail

Create Pipedrive leads when new contacts access Tilkee documents

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Tilkee + Pipedrive

Make work flow with AI

Level up your Tilkee to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Tilkee and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Tilkee and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Connexion
Triggers when a new connexion is done on your projects.
Trigger
Instant
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Document Has Been Signed
Triggers when a contact signed a document through one of your access link.
Trigger
Instant
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- Name
  Required
- Content
- Format
- Tags
- External ID
- Favorite
- Retention
- Retention delay
- Share with these User IDs
- Share with everyone
Action
Write
- Project ID
  Required
- Name
  Required
- Downloadable
- Tags
- External ID
- Share with these User IDs
- Notifications enabled
- Email cible
- Theme ID
- VCard ID
Action
Write
- Project ID
  Required
- Expand
Action
Search

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- Stage in Pipeline
Trigger
Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
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- Project ID
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
  Required
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner ID
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner ID
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner ID
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Project ID
  Required
- Title
  Required
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Project ID
  Required
- Owner ID
- Name
  Required
- Address
Action
Write
- HTTP Method
  Required
- URL
  Required
- 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 By
  Required
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
- Subject
  Required
- Search Type
- Assign To
- Type
  Required
- Filter_id
  Required
- 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 for
  Required
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner ID
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner ID
- 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
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- Project ID
  Required
- Name
  Required
- Type
  Required
- 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
- Name
  Required
- Downloadable
- Expiration date
- Tags
- External ID
- Share with these User IDs
- Notifications enabled
- Email cible
- VCard ID
- Theme ID
- Is Template
- Access links name
  Required
Action
Write
- Search
- Owner ID
- Tags
- Tag operator
- Expand
- Type
  Required
- 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_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Project ID
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- What to add follower to?
  Required
Action
Write
- Content
- 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
- Name
  Required
- Owner ID
- Organization
- Email
- Phone
Action
Write
- Project ID
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
  Required
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Project ID
  Required
- Title
  Required
- Owner ID
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Project ID
  Required
- Name
  Required
- Owner ID
- Organization
- Email
- Phone
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
  Required
- Filter_id
  Required
- Is done?
Action
Search
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Project ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Title
  Required
- Person
- Organization
- Owner ID
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner ID
- Organization
- Email
- Phone
Action
Search or write

Learn how to automate Tilkee on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

About Tilkee

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

Related categories

Proposal & Invoice Management

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 Help

Related categories

CRM (Customer Relationship Management)

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Integrate Tilkee with Pipedrive to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.