A customer success tool that integrates effortlessly with Pipedrive

New Person

Fires when a new person is created in Pipedrive, letting Velaris instantly start workflows like onboarding sequences or account enrichment.

New Activity

Triggered when a new activity is added in Pipedrive, enabling Velaris to log and act on the engagement.

Updated Person

Activates when an existing person’s details change, allowing Velaris to refresh its account records automatically.

Updated Deal Stage

Triggers when a deal’s stage changes, so Velaris can align success workflows with deal progression.

New Organization

Runs when a new organization is created in Pipedrive, helping Velaris start tracking it from the first touch.

Activity Matching Filter

Fires when an activity first matches a specified filter, allowing Velaris to act on qualified interactions.

Person Matching Filter

Triggers when a person first matches a Pipedrive filter, helping Velaris segment and respond to key prospects.

New Deal

Activates when a new deal is created, letting Velaris track expansion opportunities right away.

New Note

Fires when a new note is created, enabling Velaris to capture added context for customer records.

Updated Deal

Triggers when an existing deal is updated, helping Velaris monitor changes in opportunity health.

New Lead

Runs when a new lead is created in Pipedrive, allowing Velaris to initiate lead nurturing flows.

Updated Organization

Fires when an organization is updated, letting Velaris refresh account data seamlessly.

Deal Matching Filter

Activates when a deal newly matches a chosen filter, helping Velaris identify high-potential deals.

Organization Matching Filter

Triggers when an organization first matches a specified filter, allowing Velaris to prioritize strategic accounts.

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Add Follower

Lets Velaris add a follower to a deal, person, organization, or product to keep key team members updated.

Create Note

Allows Velaris to add notes to people, deals, or organizations to centralize context for future interactions.

Add Product to Deal

Enables Velaris to attach products to deals, supporting accurate forecasting and revenue planning.

Create Activity

Lets Velaris create new activities in Pipedrive, ensuring follow-ups and tasks are never missed.

Create Deal

Allows Velaris to open new deals directly, helping success teams collaborate on upsell and cross-sell efforts.

Create Lead

Enables Velaris to create new leads in Pipedrive to kick off sales-qualified workflows.

Create Organization

Lets Velaris add new organizations to Pipedrive, maintaining clean and complete account records.

Create Person

Allows Velaris to create new person records in Pipedrive so customer data stays complete.

Create Product

Enables Velaris to create new product entries, ensuring deal data stays accurate across systems.

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