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Pipedrive Integrations & Workflow Automations using AI

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Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Pipedrive account with Appy Pie Connect

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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 Customer Service Contacts

  • mail

    Pipedrive Email Support

    [email protected]

  • chat

    Pipedrive Live Chat Support

    N/A

  • support_agent

    Pipedrive Call Center Support

    N/A

  • live_help

    Pipedrive Knowledge Base

    N/A

  • forum

    Pipedrive Forum

    N/A

Social Media Support Contacts

Legal Contacts

  • fact_check

    Pipedrive Terms & Conditions

    N/A

  • lock

    Pipedrive Privacy Policy

    N/A

  • verified_user

    Pipedrive Security Policy

    N/A

  • security

    Pipedrive GDPR

    N/A

Other Links

Pipedrive Alternatives

Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives

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Here is a list of Pipedrive Triggers and 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.

  • Find Organization

    Searches an organization by name. Optionally, create one if none are found.

  • Find Person

    Finds out a person by name or email. Optionally, create one if none are found.

How to Integrate Pipedrive with Appy Pie Connect

Follow these steps to Integrate Pipedrive:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Pipedrive App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Pipedrive account API key

  6. Your Pipedrive app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Details of Pipedrive Integrations using Appy Pie Connect

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting your Pipedrive account with Appy Pie Connect. By bringing Pipedrive and Appy Pie Connect together, you can automate repetitive tasks in your sales or CRM process. You can use Appy Pie Connect with Pipedrive to automatically capture information from other apps you use and send them directly to Pipedrive. This Pipedrive integration aims to provide our customers with an ever-increasing number of connects that they need to manage their work more effectively. Whether you are working on product, sales,s or accounting – Pipedrive integration can help you to get more organized.

Why You Should Use Pipedrive Integration?

An all-in-one CRM and sales management tool, Pipedrive helps you close deals faster and more easily manage the entire sales cycle. Pipedrive's integration with your business tools seamlessly synchronizes your contacts and calendar with the deals you're working on―helping you spend less time looking for information than closing deals. You can automatically add Typeform submitters as Pipedrive contacts and then send them to your MailChimp list to send out a personalized welcome email to your customers. You need to just enter your Pipedrive login details to sync your Pipedrive account with Appy Pie Connect.

Here is how you can use Pipedrive with Appy Pie Connect:

  • Integrate Pipedrive app with Google Sheets and make your sales process more efficient by automatically adding Pipedrive Deals (that have reached a certain stage) to a Google Sheets spreadsheet.
  • Connect Pipedrive to Gmail and automatically create Pipedrive Deals from new Gmail emails matching a search query to capture more business.
  • Use Appy Pie Connect to capture new Typeform submitters as Pipedrive contacts, add them to your MailChimp list, and send them a personalized welcome email through Gmail.
  • Connect the Pipedrive app to Salesforce and get notified in your Slack room whenever a new deal is created on Pipedrive.
  • Integrate Pipedrive to Todoist and automatically create tasks on Todoist from Pipedrive activities. This Pipedrive and Todoist integration can increase your customer retention rate in no time.
  • Pipedrive-Google Contacts integration will help you automatically add Pipedrive contacts to Google Contacts, helping you to keep both of your apps contact lists updated.
  • Connect Pipedrive with Calendly and add new Calendly events as contact activities in Pipedrive without any manual efforts.
  • Connect the Pipedrive app to JotForm and add new deals to Pipedrive from JotForm submissions. This way you can instantly follow customers who are interested in your products or services.
  • Integrate Pipedrive with Facebook Lead Ads and automatically create new leads in Pipedrive from Facebook Lead Ads.

Appy Pie Connect brings together Triggers (like "New Lead") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

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Step By Step Pipedrive Integration Guide

  1. To connect Pipedrive to Appy Pie, you must click Connect Pipedrive to your favorite apps button. To do so, sign up/log into your Appy Pie and visit your access dashboard.


  2. Now, select your required service and click Continue. Here, you’ll be asked to select your account and press Connect an Account button.


  3. A pop window will appear and ask to enter your Enter the Email address and Password to log into Pipedrive account. Later, click the allow and install button to authorize Appy Pie to access your account.


  4. Now, reconfirm your Pipedrive account. And, you’ll be asked to fill the optional field to finalize your integration process.


Common Issues With Pipedrive At Appy Pie Connect

Why are all activities not triggering my Connect?

Appy Pie Connect will only trigger New Activity for the account connected at its platform.

How to Trigger off some custom events?

This facility is available under the options of Pipedrive.com app, check out different ways to configure pipedrive account.

Kindly contact our support team online to get more information.

Pipedrive Integrations to Boost Your Productivity

Pipedrive Integration Appy Pie

Sales teams have a difficult job cut out for them. They need to create strategies for their sales depending on the type of client they are dealing with. Every sales personnel has a mental workflow that specifies how they deal with their customers. Sales CRM software like Pipedrive helps convert these mental workflows into visual ‘pipelines’ that make a salesperson’s job easier.

One look at a Pipedrive pipeline helps a salesperson realize exactly what phase a business deal is at. Everything from sales deal deadlines to log call notes can be visually displayed on the Pipedrive dashboard. Pipedrive is more than a simple CRM. With Pipedrive, you can collaborate and manage work across sales teams. Everything you can do with software like Pipedrive is given in the infographic below.

Pipedrive Integrations and Workflow Automation

Pipedrive is a unique CRM software specifically designed for sales teams. However, it can benefit massively from workflow automation. Each Pipedrive pipeline is made up of several processes. However, some of those processes can be a little monotonous and repetitive. What workflow automation lets you do is automate regular processes with the help of simple software integrations.

Such integrations can help increase the efficiency and productivity of your sales teams. Appy Pie Connect is the perfect example of a workflow automation tool. With Connect, you can create customized workflows to automate repetitive tasks in your pipelines.

In this blog, we will discuss some of the best Pipedrive Integrations available.

7 Best Pipedrive Integrations

Here are some of the most popular Pipedrive integrations on the Appy Pie Connect platform.

Let’s jump right into them!

  1. Pipedrive+Gmail

    2. Gmail is one of the most useful software available online. We use this web-based service to send and receive emails. Use Appy Pie Connect to integrate Gmail with Pipedrive and simplify your email workflows.

    Check out what else you can do with this integration.

    1. Send Gmail emails for newly added deals to a stage in Pipedrive
    2. Prepare email drafts on Gmail for Pipedrive deals entering a new stage
    3. Send emails from Gmail when a new Pipedrive deal is created
    4. Send emails from Gmail when a new person is added to Pipedrive


  2. Pipedrive+Slack

    3. Slack is one of the best collaboration software available online. Nearly 12 million businesses worldwide use Slack for their business communication. Integrating Slack and Pipedrive can help you use Pipedrive without needing to leave Slack.

    1. Receive a new message in Slack when a deal is created in Pipedrive
    2. Create a new Slack channel for every new Pipedrive deal
    3. Post messages to a specific Slack channel when a new stage of the deal begins on Pipedrive
    4. Send reminders on Slack for new activities in Pipedrive


  3. Pipedrive+Salesforce

    4. Appy Pie Connect helps you integrate Pipedrive with Salesforce and can automate multiple business workflows for you. Here is what you can do with this integration using Appy Pie Connect.

    1. Create leads on Salesforce for new Pipedrive connections
    2. Add new Salesforce contacts to Pipedrive deals
    3. Create Salesforce event when a new deal is triggered on Pipedrive
    4. Create new organization on Pipedrive when a new opportunity is created on Salesforce


  4. Pipedrive+Dropbox

    5. Dropbox is one of the best cloud-based software available online. By integrating Dropbox with Pipedrive, you can automate data entry and data storage without needing to manually store data.

    Here is what you can do with this integration.

    1. Create folders on Dropbox for new deals created on Pipedrive
    2. Upload a new file on Dropbox when a new activity is performed on Pipedrive
    3. Create a text file in Dropbox for a new person in Pipedrive


  5. Pipedrive+Todoist

    6. Todoist is a software that lets you create to do lists for your various work tasks and schedule your work. It helps professionals ensure that they finish their work on time. Use Appy Pie Connect to integrate Pipedrive with Todoist. This helps you automate different workflows between these applications. Here are a few integrations.

    1. Add a task in Todoist for new activity in Pipedrive
    2. Invite a user to Todoist project for a new person in Pipedrive
    3. Creating a new project in Todoist creates new deal in Pipedrive
    4. Updating an incomplete task in todoist updates activity in Pipedrive


  6. Pipedrive+Twilio

    7. Twilio is a cloud-based communication platform that helps you build voice and text messaging applications for your business. Integrating Pipedrive with Twilio can help you communicate faster with your client base.

    Here’s how you can integrate Pipedrive and Twilio.

    1. Send Twilio messages for a new stage in Pipedrive deals
    2. Send Twilio messages when a new deal is created in Pipedrive
    3. Send Twilio messages when a new person is added to a Pipedrive deal
    4. Sending New SMS in Twilio creates new deal in Pipedrive


  7. Pipedrive+Google Sheets

    8. Many businesses use Google Sheets to keep track of their sales and revenue. While Pipedrive offers similar tools, some people have a preference for using Sheets for the same. These integrations can help them streamline their processes. Here’s how they work.

    1. Creates a spreadsheet row in Sheets for each new deal in Pipedrive
    2. Share Google Sheets to a new person added in Pipedrive
    3. Update Google spreadsheet row when a new activity is completed on Pipedrive
    4. Update spreadsheet row in Google Sheets when a new stage of a deal begins in Pipedrive


Conclusion

That was the list of the best Pipedrive integrations offered by us. If you are looking for more integrations, you can check Appy Pie Connect, one of the best workflow automation tools available online. The tool offers over 200+ software integrations and thousands of automation. Check it out today!

Leave us a comment and tell us how you use Pipedrive for your day-to-day tasks.
Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm

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