Integrate Customerly with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Customerly and Pipedrive

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best Customerly and Pipedrive Integrations

  • Customerly  Integration Pipedrive Integration

    Customerly + Pipedrive

    Create Person to Pipedrive from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Pipedrive Integration Create Person
  • Customerly  Integration Pipedrive Integration

    Customerly + Pipedrive

    Create Deal to Pipedrive from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Pipedrive Integration Create Deal
  • Customerly  Integration Pipedrive Integration

    Customerly + Pipedrive

    Create Activity to Pipedrive from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Pipedrive Integration Create Activity
  • Customerly  Integration Pipedrive Integration

    Customerly + Pipedrive

    Update Person in Pipedrive when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Pipedrive Integration Update Person
  • Customerly  Integration Pipedrive Integration

    Customerly + Pipedrive

    Create Note to Pipedrive from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Pipedrive Integration Create Note
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Customerly + Pipedrive in easier way

It's easy to connect Customerly + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Pipedrive Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Pipedrive

Customerly

Customerly is a Software-as-a-Service (SaaS. which basically allows you to manage your customer data. In addition to this, it has a feature of ‘Automatic Sales Pipeline’. It helps the user to build a sales pipeline for their products which they want to sell. It also provides a feature of ‘Prospects’ which allows you to track all your prospects and leads. It supports data from multiple platforms such as MailChimp, Facebook, Google Analytics, Salesforce, and many more. Along with this, it also provides a feature of ‘Campaigns’ which allows you to create email campaigns for your product or service. The main purpose of using Customerly is to track your leads and prospects. In addition to this, it also has a feature of ‘Invoicing’ which allows you to create an invoice for your customer. In addition to this, it also provides a feature of ‘Accounting’ which allows you to keep a track on the profit and loss of your organisation.

Pipedrive

Pipedrive is a cloud-based business management software that lets you manage your business in an easy way. It is designed especially for small and medium-sized businesses (SMBs. They provide management sputions for sales, marketing, finance and operations. Pipedrive offers you different sputions such as CRM, contact management, auto-dialer, email marketing and more. It gives you the ability to manage your sales pipeline by tracking and managing opportunities and leads. It also gives you the ability to create and send emails and SMS in bulk. It allows you to set up reminders and calendar events. It also provides the option of tracking time and expenses for each project.

Integration of Customerly and Pipedrive

Integration of Customerly and Pipedrive starts when they both are connected through Appy Pie Connect. When they are connected through Appy Pie Connect, they can be integrated in two ways. DialogFlow and Google Apps Script. DialogFlow is used when we want to integrate our apps in a conversational way. Whereas Google Apps Script is used if we want to connect our apps through writing scripts. If we want to use DialogFlow, then we need to have an account on DialogFlow first before integrating it with other apps. DialogFlow lets us choose the preferred platform where we want our bot integrated, that is either Slack or Telegram. We can also integrate it with other applications like Facebook Messenger, Skype etc. When you are done with the configuration of the bot, make sure that you are setting up your bot correctly within the messaging application that you are using. For example, if you are planning to integrate it with Facebook Messenger, make sure that you are fplowing the instructions properly so that your bot works perfectly fine. When you are done with all these steps, now switch back to Appy Pie Connect. On Appy Pie Connect, create a new Connect between Customerly and Pipedrive. Choose the right trigger that should take place whenever something happens on any one of these apps. Based on the trigger selected by the user, the workflow will be executed automatically by Appy Pie Connect without any human intervention required. Make sure to choose both the apps carefully so that everything works fine. Once everything has been set up successfully, now start integrating your sales pipeline with your sales automation top i.e. Pipedrive. You can do this by creating a new trigger on Appy Pie Connect that will be launched once something gets added into your Sales Queue (in Pipedrive. This will open up a window where you can choose what should happen next i.e. start creating an opportunity in Customerly or start creating an opportunity in Pipedrive or both or none. Now make sure to select if you want to create an opportunity only in Customerly or only in Pipedrive or both. Once you have completed these steps, make sure that you save everything because once the trigger happens, nothing will be saved automatically; it will be saved only after saving it by yourself manually. If everything has been set up properly then now you can start working on it because now everything should be working perfectly fine!

Benefits of Integration of Customerly and Pipedrive

Integrating these two apps together is very beneficial for people who are looking at automation of their daily tasks by machines rather than doing them manually by themselves. Automation makes things easier than doing them manually because it does not consume much time rather than doing them manually takes lots of time. So if someone wants to automate his/her daily tasks then he/she can easily do so by integrating these two apps together because they both have amazing features which make automation possible. Integration of these two apps together helps users overcome lots of problems which they were facing earlier while managing their customers and bringing them into their sales pipeline. As both these apps together provide a seamless integration, they make a great combination of sales automation top i.e. Pipedrive with sales prospecting top i.e. Customerly because if someone has integrated these two apps together then he/she can easily manage his/her contacts i.e. customers from different channels such as emailing them etc., easily by integrating these two apps together because they both provide a seamless integration which helps users automate their workflow very easily so that they can save their time for other more important tasks rather than wasting their time on manual work which consumes lots of time rather than doing their work manually consumes lots of time if they have to do it manually so integration of these two apps together helps users overcome lots of problems which they were facing earlier while managing their customers and bringing them into their sales pipeline because integration of these two apps together provides a seamless integration which makes a great combination of sales automation top i.e. Pipedrive with sales prospecting top i.e. Customerly as both these apps together provide a seamless integration which helps users automate their workflow very easily so that they can save their time for other more important tasks rather than wasting their time on manual work which consumes lots of time rather than doing their work manually consumes lots of time if they have to do it manually so integration of these two apps together is very beneficial for people who are looking at automation of their daily tasks by machines rather than doing them manually by themselves because automation makes things easier than doing them manually because it does not consume much time rather than doing them manually takes lots of time so if someone wants to automate his/her daily tasks then he/she can easily do so by integrating these two apps together because they both have amazing features which make automation possible so integration of these two apps together helps users overcome lots of problems which they were facing earlier while managing their customers and bringing them into their sales pipeline

The process to integrate Customerly and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.