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Create a new deal in Pipedrive from a LinkedIn Lead Gen Forms submission and notify the lead via Gmail

Create a new deal in Pipedrive from a LinkedIn Lead Gen Forms submission and notify the lead via Gmail

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Every time a new LinkedIn Lead Gen Forms lead is submitted, a new deal will be created in Pipedrive and a confirmation email will be sent to the lead via Gmail.

The template assumes your LinkedIn form collects these details:

  1. First name
  2. Last name
  3. Phone
  4. Email

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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.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Flow Control
Array aggregator

Aggregator
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Gmail
Copy an email

Copies an email or a draft into a selected folder.

Action
Pipedrive CRM
Create a Deal

Creates a deal.

Action

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