Integrate Pipedrive with ProfitWell

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

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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 ProfitWell

ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.

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

Explore quick connects
Connect Pipedrive + ProfitWell in easier way

It's easy to connect Pipedrive + ProfitWell 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.

  • 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 Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

How Pipedrive & ProfitWell 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 ProfitWell 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 ProfitWell.

    (2 minutes)

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

Integration of Pipedrive and ProfitWell

Pipedrive?

Pipedrive is a cloud-based sales and marketing application that helps companies track, manage and analyze their sales pipeline. The spution offers CRM capabilities for up to five users for free. It integrates with third-party services such as MailChimp, Google Analytics, Salesforce, Zendesk, DocuSign and many more.

Pipedrive can handle the entire sales cycle from lead management to pipeline analysis, inbound and outbound emails, quotes, invoices and payments. The software is available on Mac, Windows and mobile platforms. Other features include integration with over 500 third-party apps, real-time analytics and email tracking reports. The company was founded in 2012 and is based in Tallinn, Estonia.

ProfitWell?

ProfitWell is a SaaS company that helps SaaS businesses to track customer success metrics and optimize pricing. It offers product recommendations to increase revenue and improve customer retention. The software allows its users to track the company’s revenue per user, MRR, LTV or Churn Rate. The platform also provides insight into user engagement metrics, such as number of active users or sessions per day.

ProfitWell has integrations with Stripe, Slack, Salesforce and Appy Pie Connect. The top automatically syncs data from Stripe, making it easy to monitor and analyze. There are no limits to the number of transactions ProfitWell can track, but it does not work with non-Stripe payment processors. The company was founded in 2015 and is based in San Francisco, California.

Integration of Pipedrive and ProfitWell

As a SaaS business owner, I want to be able to easily track my user activity on Pipedrive and ProfitWell so that I can optimize my pricing strategy. ProfitWell supports more than 5,000 customers from various industries including ecommerce, healthcare and financial services. It is compatible with Stripe. The top integrates with other popular tops such as New Relic, Salesforce and Zendesk. Therefore, business owners can integrate ProfitWell with their chosen CRM spution without any hassle.

ProfitWell enables its users to set up automated pricing rules by using a “rules engine” that helps them determine the price of their products according to certain criteria that they specify. For instance, an ecommerce business may wish to set up a rule that automatically increases the price of a product if it has been sitting in the shopping cart for 24 hours without being purchased. Whereas a SaaS business may want to create rules that automatically adjust the price of their offering if it is underperforming compared to their expectations.

Benefits of Integration of Pipedrive and ProfitWell

I can gain much greater insight into my company’s performance and make better data-driven decisions by integrating Pipedrive and ProfitWell. With ProfitWell’s deep integration into the Pipedrive platform, I can now easily compare my sales performance against my projected goals. This way I can easily identify areas where I am underperforming and make quick adjustments as needed in order to optimize my pricing strategy.

The process to integrate Pipedrive and ProfitWell 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