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Create new deals in Pipedrive from Interact quiz submissions
Create new deals in Pipedrive from Interact quiz submissions
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Every time a new Interact quiz with lead data is submitted, a new person and a deal associated to that person will be created in Pipedrive.
The template expects your Interact quiz to have these fields:
- First Name
- Last Name
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Participant to a Deal
Adds a participant to a deal.
Action
Add a Product to a Deal
Adds a product to the deal.
Action
Add a Recurring Subscription
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription
Adds a new installment subscription.
Action
Cancel a Recurring Subscription
Cancels a recurring subscription.
Action
Create a Deal
Creates a deal.
Action
Create a Deal Field
Creates a new deal field.
Action
Create a Lead
Creates a lead.
Action
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