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Integrate Pipedrive with Omnisend

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

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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 Omnisend

marketing platform for growing companies. Attract more visitors, build lists, nurture & close sales with one integrated software.

Omnisend Integrations

Best ways to Integrate Pipedrive + Omnisend

  • Pipedrive Integration Pipedrive Integration

    Omnisend + Pipedrive

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

    Omnisend + Pipedrive

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

    Omnisend + Pipedrive

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

    Omnisend + Pipedrive

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

    Omnisend + Pipedrive

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

    Pipedrive + {{item.actionAppName}}

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

It's easy to connect Pipedrive + Omnisend 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 Contact

    Triggers when new contact is created.

  • New Custom Event

    Triggers when a new custom event is created.

  • New Unsubscribe Contact

    Triggers when a contact is unsubscirbed by email.

    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 Person

    Updates an existing person.

  • Create Update Subscriber

    Creates a new subscriber or updates an existing subscriber

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

How Pipedrive & Omnisend 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 Omnisend 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 Omnisend.

    (2 minutes)

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

Integration of Pipedrive and Omnisend

Pipedrive is a sales pipeline management application with features such as sales forecasting, lead tracking and intel, pipeline visualization, email automation tops, and more. Omnisend is a marketing automation top. Marketing automation tops help in the automated generation of leads and sending out of emails.

  • Pipedrive is a sales pipeline management application with features such as sales forecasting, lead tracking and intel, pipeline visualization, email automation tops, and more. Pipedrive is a business management software which helps in the management of the sales pipelines of the company. There are various aspects of Pipedrive that can be integrated with other business applications. For example, it can be integrated with other business applications like CRM or any other business application.
  • Integration of Pipedrive and Omnisend

    Omnisend is an all-in-one marketing automation top for small businesses. It basically manages all the marketing campaigns of the business. The fplowing are some of the examples of other businesses that can be integrated with Pipedrive by using Omnisend.

    Omnisend is an all-in-one marketing automation top for small businesses. It basically manages all the marketing campaigns of the business. The fplowing are some of the examples of other businesses that can be integrated with Pipedrive by using Omnisend.

    • Sales CRM Integration

    When the CRM is integrated with Omnisend, it can automatically create tasks in Pipedrive when there is a new lead generated in CRM. Similarly, if there is a new task created in CRM, Omnisend can generate an email in Pipedrive to the assigned person/team. The fplowing screenshot shows how this integration looks like in action:

    • Sales Automation via Email

    One of the most important aspects of any business is to get clients/prospects to recognize the business through email. This means that when prospects receive an email from your company, they recognize your company and become your clients/customers. Thus, email marketing is one of the most important aspects of any business. That is why integration between Omnisend and Pipedrive helps in generating leads for Pipedrive. When someone fills up the form in Omnisend, it generates an email in Pipedrive to the assigned team/person who will take care of the lead generation process. The fplowing screenshot shows how this integration looks like in action:

    • Business Development Officer (BDO. Management

    Omnisend can also be integrated with Pipedrive for BDO management. The integration helps in managing the cases related to BDO management in Pipedrive. It keeps track of who is handling what case in Pipedrive. The fplowing screenshot shows how this integration looks like in action:

    • Marketing Campaign Management

    Integration between Omnisend and Pipedrive also enables better management of marketing campaigns by using Omnisend. When a new lead is generated via Omnisend, it can be added to Pipedrive by using this integration feature. Similarly, when a task is assigned to a team member for lead generation, it can be added to Pipedrive as well via this integration feature. The fplowing screenshot shows how this integration looks like in action:

    • Lead Scoring and Qualification Management

    Lead scoring is an important aspect of any business as it gives more credibility to the business as well as provides more information on the prospect/client to make better decisions about them. Thus, lead scoring helps in better decision making for the company. Omnisend can also be integrated with Pipedrive for lead scoring and qualification management. When someone fills up the form on Omnisend and it generates an email in Pipedrive to the assigned team/person, it also adds the lead score and qualification status to both Omnisend and Pipedrive. The fplowing screenshot shows how this integration looks like in action:

    • Leads Assignment Management for Marketers & Sales People

    Omnisend can also be integrated with Pipedrive for leads assignment management for marketers and sales people – for example, when new leads come into Omnisend, it can assign them to a particular person/team on Pipedrive and vice versa – when a task is assigned to a particular person/team on Pipedrive, it can assign it to a particular person on Omnisend as well. The fplowing screenshot shows how this integration looks like in action:

    • Email Templates Management

    Email templates can be created by marketers on Omnisend and these templates can be used to send emails from Omnisend to prospects via Pipedrive’s integration with Omnisend. When a new lead comes into Omnisend from a certain source, they can create a template which will then go into a mail merge function on Pipedrive’s end and will then be sent out to the prospect via this integration feature. Similarly, when a task is assigned to a team member for lead generation on Omnisend’s end, it can be sent out via this feature as well. The fplowing screenshot shows how this integration looks like in action:

    The process to integrate Pipedrive and Omnisend 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.