Pipedrive + ServeManager Integration

Automatically searches for a user using email address

Automatically generates a new person

Automatically updates the information of a person

Automatically retrieves information about a person

Automatically retrieves a person's information by their ID

Automatically generates a new deal with

Automatically updates deal information based on new criteria or changes

Automatically retrieves and find a deal

Automatically retrieves a deal by its ID

Automatically searches for deals based on custom fields

Automatically generates a new activity or task

Automatically updates the activity with the latest information

Automatically generates new leads for potential customers

Automatically generates a new invoice

Automatically updates organization information

Automatically finds and retrieves information about a organization

Automatically retrieves organization details using its ID

Automatically creates a new note in the particular format

Automatically updates a note with new information

Automatically uploads and save the selected file to a task

Automatically adds selected product to a deal

Automatically updates product information

Automatically generates and launch new products

Automatically retrieves product information using its ID

Automatically searches for a user using the name

Automatically retrieves user information using their ID

Automatically retrieves participants associated with a deal ID

Automatically adds a participant to a deal

Automatically searches for a product

Automatically searches for a note

Automatically increase your follower count

Automatically generates new job

Automatically generates a new court case record with relevant information

Automatically retrieves information on a court case

Automatically searches for a job

Automatically generates a new company profile with given details

Automatically find information about a company

Automatically creates a new note in the particular format