Send Typeform Surveys to request feedback from your customers and get results directly on the Deal view.
Pipedrive - EventCreate invitations with OneClick
Connect better with customers and clients in person. Let Pipedrive users send an Invitation to your company’s events to specific deals, persons, organizations or leads, directly from Pipedrive.
Learn how
Plan Conferences, Product Launches, Open Houses, Trade shows and more. Invite existing and new Pipedrive contacts and get attendance confirmations as New deals straight into a dedicated Event Pipeline.
OneClick can trigger your integration with eventcreate.com, eventillia.com, rsvpify.com, or any other event management app.
Send an automatic notification to your customer and insert a Scheduler link to book an appointment on site.
- Install OneClick in Pipedrive. It’s easy and free.
- Once done, the app will appear in Pipedrive’s left sidebar for deals, orgs, and persons.
- Build a zapier.com Zap or a make.com Scenario to create the invoice at OneClick
How to build a zap
1. Create a Zap
2. Find deal in Pipedrive
3. Create an Outbound email
4. Create a new Deal in Pipedrive
5. Create a Deal in Pipedrive
6. Create Note in Pipedrive
1. Create a Zap
- Check OneClick’s zapier.com step-by-step tutorial for full details.
- Create a new Zap with a Webhook trigger.
- Select Webhook as the trigger app, and Catch hook as the event type
- Click Continue in the Set up trigger section
- Copy your Webhook URL in the Test trigger section
Go back to Pipedrive and Create a new OneClick Connection:
- Open any Pipedrive deal
- Click on Settings in the Zimple OneClick application panel on the left
- Click on Create new in the Connections tab
- Paste your Zap URL in the Domain URL field
- Enter “Send Open House Invitation” in the Button text field
- Optionally enter a description in the Description field.
- You can also Limit the Visibility of your new button -to specific pipelines, stages, or predefined users.
- Click Save changes and exit
Remember to trigger your newly created connection so that Zapier receives some test data!
Go back to your Zap and Click on Test trigger
- If everything is ok you should see test request data
- Click on Continue
2. Find deal in Pipedrive
- Click the plus sign to add an action.
- Select Pipedrive and choose Find Deal in Pipedrive event type, click Continue
- Choose your Pipedrive account and Continue.
- Set the Action to search for the deal object by ID and select “Selected Ids:“
- Leave “Yes” in the Search for an exact match field, and “No” in “success”.
Leave unchecked the box “create pipedrive deal if it doesn’t exist yet?“
3. Create an Outbound email
- Click the plus sign to add an action. You can use Zapier email, Google Mail, or any other email client.
- We’ll select Zapier email for this example and choose Send Outbound email event type, click Continue
- Set the Action fields with details from Step 2. Select To: “Person ID Email:” and customise the Subject line.
- Insert this link in the body of your email to request your customer’s feedback
Make sure you set a monitored email in the Reply to field.
4. Create a new Deal in Pipedrive
- Create a new Zap
- Search for and select “New Attendees registered in Event Create ” type of trigger,
- select your Event Create account and select the Event ID and User ID from your account: https://www.eventcreate.com/users/{{USER_ID}}/events/{{EVENT_ID}}.
- Click the plus sign to add an action.
- Click the plus sign to add a new action: “Find Person in Pipedrive“, select your Pipedrive account and set the Action to search by Email. Set the email reference to the Create Event email ID from earlier. Select the “Create Pipedrive person if it doesn’t exist yet?” and map the fields to the Create Event details.
5. Create a Deal in Pipedrive
- Click the plus sign to add a new action: “Create Deal in Pipedrive“
- select your Pipedrive account and type the New Deal name.
- Make sure you link it to the Person ID from the previous step. Map any other fields.
6. Create Note in Pipedrive
- Click the plus sign to add one last action: “Create a Note in Pipedrive“.
- Select your Pipedrive account and insert the Note information.
- You can tag a specific pipedrive user and deal fields from the steps above. Make sure you link the note to the Deal ID.
- Save time and resources
- Avoid erros and increase collaboration
- Unlock Pipedrive user Productivity
- Focus on your most valuable processes
- Gain full control of automations
- Enable users to streamline activities