Tilkee integration with Pipedrive
How to Create Pipedrive leads when new contacts access Tilkee documents
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Pipedrive leads when new contacts access Tilkee documents" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Tilkee integrations
Tilkee actions
Nekton can use any feature that is available in Tilkee API.
Using our advanced AI, you can easily create custom automations for Tilkee.
Here are some typical actions you can do in your automated workflows.
Create Item
Creates an item.
Update Project
Update a specific project.
Get One Project
Get a specific project.
Add Components
Add component to an existing project. You can add an existing item as a component to your project or create a new one and add it to your project.
Create Project
Create a project and its access links.
Get Items
Search and list your items.
About Tilkee
Use Tilkee's latest API to track how your contacts read your documents.