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 Account
A new Account is created in SharpSpring.
New Lead
When a lead has been created in sharpspring.
New Opportunity
A new Opportunity is created in SharpSpring.
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.
Create Account
Create an Account in SharpSpring.
Create Campaign
Create a new Campaign in SharpSpring.
Create Lead
Create a Lead in SharpSpring.
Create Opportunity
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update Lead
Update a Lead in SharpSpring.
Update Opportunity
Update a opportunity
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 Account
A new Account is created in SharpSpring.
New Lead
When a lead has been created in sharpspring.
New Opportunity
A new Opportunity is created in SharpSpring.
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.
Create Account
Create an Account in SharpSpring.
Create Campaign
Create a new Campaign in SharpSpring.
Create Lead
Create a Lead in SharpSpring.
Create Opportunity
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
Update Lead
Update a Lead in SharpSpring.
Update Opportunity
Update a opportunity
How Pipedrive and SharpSpring Integrations Work
Follow the steps below to start setting up your Pipedrive integrations using Appy Pie Automate: using Appy Pie Automate:
Step 1: Select Trigger
Choose Pipedrive as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action
After completing the trigger test, select SharpSpring as the action app from the list.
Step 3: Authenticate
Connect your SharpSpring account & authenticate it.
Step 4: Setup & Test
Select the data you want to send from Pipedrive to SharpSpring & your AI Agent is ready!
Choose the app you want to Integrate with Pipedrive and SharpSpring
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
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
The integration between Pipedrive and SharpSpring is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Pipedrive and SharpSpring. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
While assessing the security of integrating Pipedrive with SharpSpring, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Pipedrive-SharpSpring integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Pipedrive and SharpSpring integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on December 1, 2024, 12:58 am
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