Create or update a person in Pipedrive when a new Fluent Support ticket is opened
When a new Fluent Support ticket is opened.
Create or update a person in Pipedrive
Fluent Support → PipedriveEvents and actions
Use Fluent Support events to automate Pipedrive
Choose an event from Fluent Support to start an automation, then choose from the Pipedrive actions listed below. The action settings show what information you need to provide.
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Fluent Support→Pipedrive
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a person to a Label in Pipedrive when a customer or agent replies to a Fluent Support ticket
- When a customer or agent replies to a Fluent Support ticket.
- Add a person to a Label in Pipedrive
Available in Noptin
Pipedrive actions
People
2 actions
View actions
- Create or update a person in Pipedrive
- Remove a person from Pipedrive
Labels
2 actions
View actions
- Add a person to a Label in Pipedrive
- Remove a person from a Label in Pipedrive
Available in Noptin
Fluent Support events and actions
Fluent Support
4 events · 4 actions
View events and actions
Events
- When a new Fluent Support ticket is opened.
- When a Fluent Support ticket is closed.
- When a closed Fluent Support ticket is reopened.
- When a customer or agent replies to a Fluent Support ticket.
Actions
- Create a Fluent Support ticket, finding or creating the customer by email.
- Close an existing Fluent Support ticket.
- Reopen an existing Fluent Support ticket.
- Reply to an existing Fluent Support ticket as a support agent.
About this connection
How the two tools fit together
Fluent Support: Add a newsletter subscription checkbox to your Fluent support form or automatically add new support submissions to your newsletter or CRM.
Pipedrive: Pipedrive is a sales-focused CRM platform that helps teams manage leads, track communications, and close deals with an intuitive pipeline management system.
What information can you send?
Connect Pipedrive, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Fluent Support event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Pipedrive account and the audience selected.
Start here
Set up Fluent Support and Pipedrive with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Fluent Support and Pipedrive from Noptin → Extensions. How to activate your license.
- Install and set up Fluent Support on your WordPress site. Connect Pipedrive in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose an event from Fluent Support to start the automation.
- Choose an action from Pipedrive in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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