This scenario listens for new person records created in Pipedrive via API-based form submissions.
When a new contact is detected, it automatically creates or updates the corresponding contact in KlickTipp using a predefined double opt-in process and applies a tag for tracking purposes.
After successful creation, the KlickTipp contact ID is written back into Pipedrive as a custom field, ensuring both systems stay linked and in sync.
This setup is ideal for connecting Pipedrive web forms with KlickTipp while keeping Pipedrive as the source of truth for contact data.
Similar templates for inspiration
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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Adds an installment to a deal.
Adds a new contact. If a contact with the same email already exists, it will be updated.
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