Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!
Every time a new deal is created in Pipedrive, Integromat will automatically send an email to a specified email address.
Every time a new email is received, SigParser will extract the sender's signature details such as phone, address, title, etc. and if the contact's phone number exists, Integromat will add or update the contact in Pipedrive CRM. This scenario can search through deeply-nested reply chains for contact data too.
When a deal is moved to another stage on Pipedrive, a client agreement is generated by Webmerge, the PDF version of which is downloaded and stored on Pipedrive and a personalized email with the attached agreement is sent to the client.
Every time an email (with a specific subject) receives a reply, Integromat will search for the deals associated with the sender, fetch all activities and update a particular activity that matches a filter.
Triggers when a new email is received for processing according to specified criteria.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Copies an email or a draft into a selected folder.
Creates and adds a new draft to a selected folder.
Removes an email or a draft from a selected folder.
Returns emails that match the specified criteria.
Marks an email or a draft in a selected directory as read by setting the "Read" flag.
Marks an email or a draft in a selected directory as unread by setting the "Unread" flag.
Moves a chosen email or a draft to a selected folder.
Sends a new email.
Sends a new email to your email address.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Creates a deal.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Delete a follower from a deal.
Marks mail thread as deleted.
Deletes an activity.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Returns details of a specific deal.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns data about a specific user within the company.
Performs an arbitrary authorized API call.
Updates a deal.
Updates the properties of a mail thread.
Updates an activity.
Updates an organization.
Updates a note.
Updates a person.
Updates a product.
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Iterates received attachments one by one.
Searches all persons by their name.
Searches for activities.
Lists activities associated with a deal.
Searches for deals.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
List followers of an object of selected type (deals, organizations, persons, products, users).
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Returns data about all users.
Performs a search across the account via SearchResults API.