When a lead is registered in Pipedrive, notify in Chatwork.

Try this Template

No items found.

■Overview

This is a flow that notifies a Chatwork room when a new lead is registered in Pipedrive.

‍

■Recommended for

1. Sales Teams

・Teams that manage customer inquiries in Pipedrive and share information within the team via Chatwork

・Teams that want to immediately notify team members of new leads and prompt quick responses

・Sales representatives who want to check lead information and respond while on the go using a smartphone

‍

2. Sales Managers

・Managers who want to grasp the team's lead acquisition status in real-time and utilize it for sales strategies

・Managers who want to understand the response status when leads occur and improve team performance

・Managers who want to quickly identify important leads and instruct prioritized responses

‍

3. Marketing Teams

・Teams that consider marketing strategies and share information in Chatwork based on lead information acquired in Pipedrive

・Teams that want to understand the attributes and channels of new leads to improve marketing strategies

・Teams that want to measure the effectiveness of lead nurturing strategies and consider improvements

‍

■Benefits of Using This Template

・You can immediately receive lead information in a Chatwork room, allowing sales representatives to respond quickly without missing lead acquisitions.

・By consolidating lead information acquired from Pipedrive into Chatwork, there is no need to use a separate lead management tool, allowing for efficient management.

・You can freely customize the notification content and recipients in the Chatwork room, allowing flexible adaptation to your company's operations.

・Real-time information sharing in Chatwork and quick responses to leads contribute to improved customer satisfaction.

‍

■Notes

・Please integrate both Pipedrive and Chatwork with Yoom.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When a lead is registered in Pipedrive, notify Microsoft Teams.

This is a flow where a notification is sent to Microsoft Teams when a lead is registered in Pipedrive. Sales representatives can smoothly grasp the registration of leads and respond promptly, freeing them from the manual task of notification and allowing them to dedicate more time to communication and negotiations with customers.

See details

When a Google Form is submitted, register a lead in Pipedrive.

When a Google Form is submitted, a lead is registered in Pipedrive. This flow eliminates the need for manual data entry by the person in charge, allowing them to focus on more important tasks such as approaching leads and conducting negotiations. It also eliminates concerns about data entry errors and information leaks, enabling accurate and efficient lead management.

See details

When a lead is registered in Pipedrive, notify Talknote.

When a lead is registered in Pipedrive, this flow sends a notification to Talknote. This allows the entire team to smoothly grasp lead information, enabling prompt responses and follow-ups, thereby improving operational efficiency.

See details

When a lead is registered in Pipedrive, notify Discord.

This is a flow that sends a notification to Discord when a lead is registered in Pipedrive. It allows the entire sales team to smoothly grasp lead information, enabling prompt responses and follow-ups, thereby strengthening collaboration among team members and aiming to improve the conversion rate.

See details

When the input form is submitted, register a lead in Pipedrive.

When the input form is submitted, a lead is registered in Pipedrive. This allows you to focus on more important tasks such as responding quickly to leads and conducting negotiations, without the need for manual data entry. It eliminates concerns about human error in data entry and information leakage, enabling accurate and efficient lead management.

See details

When a lead is registered in Pipedrive, notify Google Chat.

When a new lead is registered in Pipedrive, this flow sends a notification to a Google Chat space. By consolidating acquired lead information in Google Chat, you can efficiently manage leads without the need for a separate lead management tool.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

Related apps

Pipedrive

Templates using

View all related templates

Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

Related apps