Integrate Pendo with Pipedrive

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

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About Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

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

Want to explore Pendo + Pipedrive quick connects for faster integration? Here’s our list of the best Pendo + Pipedrive quick connects.

Explore quick connects

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Connect Pendo + Pipedrive in easier way

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

  • Triggers
  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

  • 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.

How Pendo & Pipedrive Integrations Work

  1. Step 1: Choose Pendo 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 Pendo to Pipedrive.

    (2 minutes)

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

Integration of Pendo and Pipedrive

For this article, I will be writing about Pendo and Pipedrive. Both of these products are revputionary in the realm of customer success, and with both being so young, they have had a huge impact on the customer success field. First I will talk about what each product is, then I will discuss the integration between them, and finally I will conclude my article with my overall thoughts on the two products.

Pendo is a customer feedback spution that focuses on customer journey mapping. It helps to visualize customer journeys through visual dashboards which allow your customers to give feedback on each stage of their journey. The way it works is, you create surveys where your customers can give feedback on their experience with your product or service, and then you map those responses to visualize their journey. After that, you can export this information into helpful reports to help you learn more about your customers and how to improve their experience.

Pipedrive is a sales pipeline management software that helps small business teams manage leads and track sales. It allows you to keep track of how your sales team is performing by giving you insights into your sales cycle. It helps you track how long the sales cycle is for each deal, as well as estimates for revenue and potential profit. It also creates customizable sales calculators so that you can understand how much revenue and profit you will receive based on the type of deal that it is, such as the value of the deal or the number of seats purchased.

The integration between Pendo and Pipedrive is made possible by Pendo Insight. Pendo Insight is a Chrome App that allows you to integrate Pipedrive data into Pendo dashboards. You can create different types of charts, such as bar charts or line charts, to represent different values such as Revenue, Pipeline Velocity, Estimated Value of Deals, and many other things. To create these charts for Pipedrive data, you just connect your Pipedrive account to your Pendo account, and then select which data you want to visualize from Pipedrive. You do this by choosing from a drop-down menu in Pendo Insight. For example, if you want to display Pipedrive revenue data, you choose the Revenue heading from the drop-down menu, and then select one or more of the Pipedrive campaigns that you would like to analyze. The resulting chart will then display that data from those campaigns in a bar chart format.

Pipedrive has two main ways that they visualize Pipedrive data in their own app. The first is through charts. In Pipedrive you can create charts for all of the different values that can be tracked in Pipedrive, including Revenue and Pipeline Velocity. The same chart types exist here as in Pendo Insight, such as bar charts and line charts. The second main visualization top in Pipedrive is a calendar view. This calendar view displays all potential deals in your pipeline on a timeline with cpor-coded days and weeks to indicate the value of deals on those days or weeks. This timeline view gives an idea of how long your sales process takes for each deal and shows when deals are due for fplow-up or are nearing close.

Overall, I find the integration between Pendo and Pipedrive to be very beneficial for both products. By integrating these two products together, there is more information available than ever before about how each product is used by your customers and how they are reacting to them individually and together. This gives companies a better understanding of their customers than ever before, which allows them to provide better support and even abandon less desirable processes that do not work well with their customers. As more companies start using these products together, we could see a new standard set for how customer success analytics should be done. If this were to happen, we could expect other companies to fplow suit and try to integrate their products together as well. Then our analytics might become even better than they are now!

The process to integrate Pendo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm