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Syncing to Pipedrive with Triggers
Syncing to Pipedrive with Triggers

Automate your workflow with Triggers. Automatically create deals, people, and activities in Pipedrive.

Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Use Triggers to automatically create tasks, persons, deals, and move deal stages in Pipedrive based on activity in Klenty.

To set up triggers in Klenty, go to Settings -> CRM Settings -> Triggers. You can select multiple actions (like creating a person in Pipedrive and assigning a task) for each trigger.

The triggers would display in the following manner in Pipedrive.

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