Integrate ServiceNow with Pipedrive

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

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About ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

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 Integrations
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Best ServiceNow and Pipedrive Integrations

  • ServiceNow Integration Pipedrive Integration

    ServiceNow + Pipedrive

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

    ServiceNow + Pipedrive

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

    ServiceNow + Pipedrive

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

    ServiceNow + Pipedrive

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

    ServiceNow + Pipedrive

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

    ServiceNow + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

  • 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 Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

  • 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.

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

How ServiceNow & Pipedrive Integrations Work

  1. Step 1: Choose ServiceNow 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 ServiceNow to Pipedrive.

    (2 minutes)

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

Integration of ServiceNow and Pipedrive

ServiceNow?

ServiceNow is a cloud-based IT service management platform. It provides capabilities to manage, automate, and streamline IT service delivery. It captures and analyzes structured and unstructured data about IT services. It provides tops to manage tickets, incidents, and change requests in one place.

Pipedrive?

Pipedrive is a sales pipeline management software that helps businesses manage their sales leads and opportunities. It helps businesses track the pipeline and forecast future revenue.

Integration of ServiceNow and Pipedrive

More than 700,000 companies use ServiceNow to manage IT infrastructure and business operations. Pipedrive integrates with ServiceNow to automate IT service delivery. Pipedrive can be integrated with ServiceNow in various ways:

  • Pipedrive event notifications

The Pipedrive app sends event notifications when something important occurs in a project in Pipedrive. These notifications update the ServiceNow ticket created for the project. That way, ServiceNow tickets are automatically updated as the user progresses through the Pipedrive project.

  • Pipedrive to ServiceNow integration

Pipedrive has a native module for automating ServiceNow. The module can be used to move leads from Pipedrive into ServiceNow and vice versa. This way, leads can be shared between Pipedrive and ServiceNow. Leads can also be transferred from one queue (e.g. Sales Queue. to another queue (e.g. Sales Stage. In this way, leads can be classified based on the stage at which they are in the pipeline.

  • Import contacts from Pipedrive into ServiceNow

Users can create ServiceNow accounts using the information from contacts in Pipedrive. By doing this, you can import your existing customers from Pipedrive into ServiceNow, without having to re-enter contact details. With this integration, it is possible to set up a new account for an existing customer or contact from Pipedrive in ServiceNow.

  • Create new accounts in ServiceNow using contact information from Pipedrive

You can create new accounts in ServiceNow by using contact information from Pipedrive. For example, you can create a new account for a customer in Pipedrive, or create an account for a prospect in ServiceNow. If you need to create new accounts for contacts in Pipedrive, you can do so by importing data from Pipedrive into ServiceNow. You can also add a new account using contact details from Pipedrive in ServiceNow for any existing lead in Pipedrive.

  • Create a contact record in Pipedrive using Lead Lifecycle Management (LLM. information from ServiceNow

You can create new leads or contact records from existing leads in the LLM application in ServiceNow using data from any field of any object of any type of data source (including custom fields. on any object in the system. This allows users to create new leads from existing leads in Pipedrive or vice versa. You can also create a contact record when updating an existing lead record in Pipedrive, or update an existing contact record when updating an existing lead record in ServiceNow. It is also possible to update contact information when updating an existing lead record in Pipedrive or update lead information when updating an existing contact record in ServiceNow. The integration ensures that all data is synchronized between the two systems as changes are made on both ends. The synchronisation is done through a RESTful API call with JSON objects as parameters. Both LLM and the integration are available as native modules within the platform.

  • Creating/updating a ticket associated with an opportunity in Pipedrive using LLM information from ServiceNow

You can use the integration of LLM and Pipedrive to create or update an incident ticket attached to an opportunity in ServiceNow when an opportunity is updated in Pipedrive. In other words, you can associate a ticket with an opportunity by simply making an LLM call directly from Pipedrive without going through the Salesforce workflow process. The integration works only if the ticket category selected at the time of creation is “Incident” or “Problem”. If the ticket category selected at the time of creation is “Task” or “Change Request” then an error message will be displayed indicating that these categories cannot be linked with Opportunity updates by default and special configuration is required to make this work. You can use this integration feature with either of the fplowing workflows:

The process to integrate ServiceNow 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.