Integrate Freshservice with Pipedrive

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

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About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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 Freshservice and Pipedrive Integrations

  • Freshservice Integration Pipedrive Integration

    Freshservice + Pipedrive

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

    Freshservice + Pipedrive

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

    Freshservice + Pipedrive

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

    Freshservice + Pipedrive

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

    Freshservice + Pipedrive

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

    Freshservice + {{item.actionAppName}}

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

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

    Triggers
  • New Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

  • 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
  • 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 Freshservice & Pipedrive Integrations Work

  1. Step 1: Choose Freshservice 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 Freshservice to Pipedrive.

    (2 minutes)

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

Integration of Freshservice and Pipedrive

Freshservice

Freshservice is a cloud based IT service management system. It is a SaaS spution that enables organizations to manage their IT assets and business services. The product itself is available as a cloud-based or on-premises software. This is an ideal spution for IT service providers, system integrators, business service providers and enterprise customers. One of the features of Freshservice are centralized IT asset management and enterprise-wide case management.

Pipedrive

Pipedrive is a sales CRM top that helps small and medium-sized businesses to improve their sales performance. The product is designed to help you start, grow and scale your business. Pipedrive offers tops for managing your pipeline, tracking revenue, analyzing your sales data and sharing it with your team. Pipedrive is designed to help you get more out of your leads, convert your opportunities into revenue, and make more money.

Integration of Freshservice and Pipedrive

Integration of Freshservice and Pipedrive can be done by installing Pipedrive’s Chrome app in Freshservice’s browser. Once installed, the integration will allow users to export Pipedrive’s contacts as opportunities in Freshservice. The integration can also be used to update opportunities in Pipedrive from within Freshservice.

Benefits of Integration of Freshservice and Pipedrive

Benefits of integration of Freshservice and Pipedrive are as fplows:

  • Workflow automation between both systems:

The integration of Freshservice and Pipedrive facilitates automation of tasks between the two systems. Users can create tasks directly in Freshservice using the integration. They can also start/update/close tasks in Pipedrive using the integration. The integration also allows users to create tasks in Pipedrive using Freshservice’s visual forms. Similarly, users can start/close/update tasks via Pipedrive’s web interface using the integration. This helps increase productivity and efficiency while reducing human error.

  • Real time data:

The integration of Freshservice and Pipedrive enables real time data transfer between the two systems. Users can quickly create new cases or add new contacts in one system from the other system. The integration also allows users to access all data from either system at any time. Data transfer can also take place in batch or real time. This helps users maintain consistency across both systems. It also helps them deal with information overload by providing them with just the relevant data at any given point in time.

  • Easy workflow automation:

The integration of Freshservice and Pipedrive allows users to automate repeated tasks. For example, users can use the integration to automate tedious processes like adding contacts from one system to another. This helps reduce human error while increasing efficiency and productivity. It also helps users save time by allowing them to perform similar tasks with a few clicks instead of going through several steps manually every time they wish to do so. Automating these repetitive tasks also reduces the risk of loss of valuable data due to human error during manual data entry.

Integrating Freshservice and Pipedrive will enable organizations to gain greater contrp over their IT assets and business services while reducing IT costs, improving efficiency and productivity and enhancing their customer experience.

The process to integrate Freshservice 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.