Integrate Pipedrive with Customerly

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

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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

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.

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

Explore quick connects
Connect Pipedrive + Customerly in easier way

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

  • Triggers
  • 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.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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.

  • 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.

How Pipedrive & Customerly Integrations Work

  1. Step 1: Choose Pipedrive 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 Customerly 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 Pipedrive to Customerly .

    (2 minutes)

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

Integration of Pipedrive and Customerly

Pipedrive

Pipedrive is a sales pipeline management software which helps to build and manage the sales pipeline for the high-growth companies. It was founded by the Estonian brothers, Timo and Taavi Peterson in 2008. The headquarters of Pipedrive are located in Tartu, Estonia. In 2015, Pipedrive’s total revenue was $12 million.

Customerly

Customerly is an email marketing company that helps brands to capture and convert their leads into customers. It was founded by Lee Schneider in 2014. The headquarters of Customerly are located in San Francisco, California. In 2016, Customerly’s total revenue was $0.5 million.

Integration of Pipedrive and Customerly

Integration of Pipedrive and Customerly helps you to connect your lead management with your email marketing platform. When your leads complete the action on your website, they can be automatically added to a list in Customerly campaign without any manual intervention by the sales team. You can also add the leads from other sources like CRM or email client directly to the list in Customerly campaign. You can set rules to organize your leads based on their activities performed online, demographics, and other parameters.

Benefits of Integration of Pipedrive and Customerly

Benefits of Integration of Pipedrive and Customerly are as fplows:

You can generate more leads with less resources. You can get more qualified leads. You can save time and money by focusing on deals that have a higher chance to close. You can gain insights into activities performed by your leads online. You can customize the process based on your business needs. You can track the activities done by your leads through email activity reports. You can quickly understand what works for your leads and what doesn’t. It provides a clear picture of the current status of your leads. It helps you to prioritize valuable leads and focus on them to close the deal faster.

In the above discussion, we learned about integration of Pipedrive and Customerly. We also learned about benefits of integration of Pipedrive and Customerly.

The process to integrate Pipedrive and Customerly 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 February 01,2023 11:04 am