Pipedrive

Create tasks in Pipedrive using Triggers

Integrate Pipedrive with Klenty and track email opens, clicks and replies right from inside your Pipedrive account
To configure the Triggers

Login to Klenty and go to Settings -> CRM settings.

Under CRM integration click on Setup triggers. A side panel will be opened, where you can set up triggers for the following.

  • Mail sent to prospect
  • Mail opened by prospect
  • Tracked link clicked by prospect
  • Prospect replied
  • Prospect replied via Calendly
  • Task created/updated for prospect

 

 

 

 

 

 

 

 

 

 

 

 

Hit Save after setting up triggers. This creates a task activity for person in Pipedrive.