Pipedrive

Pipedrive is a customer relationship management (CRM) platform designed primarily for sales teams. It focuses on pipeline management, helping businesses to track and organize their sales activities. Key features of Pipedrive include a visual sales pipeline, email integration, reporting and analytics, and the ability to automate repetitive tasks. This tool is highly regarded for its user-friendly interface and its effectiveness in streamlining sales processes, making it easier for sales teams to manage their deals and interactions with customers.

Key features of Pipedrive:

• Visual Sales Pipeline: Clear overview of sales stages and deal status.
• Email Integration: Syncs with email services for seamless communication tracking.
• Activity and Goal Tracking: Monitors and manages sales activities and objectives.
• Reporting and Analytics: Provides detailed insights into sales performance and metrics.
• Customization Options: Personalize fields, pipelines, and activities.
• Automation of Repetitive Tasks: Automates tasks to improve efficiency.
• Mobile App Access: Manage CRM on-the-go via mobile app.
• Lead and Deal Management: Tools to track and manage leads and deals effectively.
• Integration with Other Tools: Supports various third-party integrations.
• Security and Reliability: Ensures secure and reliable data handling.

Further information

Read more detailed information on Pipedrive here.

Triggers:

• New activities: Triggers when a new activity is created.
• New deals: Triggers when a new deal is created.
• New leads: Triggers when a new lead is created.
• New notes: Triggers when a new note is created.

Actions:

• Create activity: Creates a new activity.
• Create deal: Creates a new deal.
• Create lead: Creates a new lead.
• Create note: Creates a new note.
• Create organization: Creates a new organization.
• Create person: Creates a new person.

Connect with Pipedrive:

INFO

Pop-up windows must be allowed for this browser session to enable the connection of this third-party app with Workflow Automation.

1. Go to the Pipedrive developers page.
2. Sign up for a Sandbox account to create an app.
3. Log in to your Sandbox account.
4. Click your User icon in the top-right corner and navigate to the Developer Hub.
5. Switch to the Private apps tab.
6. Click the Create private app button.
7. Go to Workflow Automation and navigate to Apps. Click the + Add Connection button. In the popup, select Pipedrive from the list.
8. Copy the OAuth Redirect URL.
9. Paste the OAuth Redirect URL into the Callback URL field on Pipedrive. Choose an app name to be displayed in Workflow Automation, then click the Save button.
10. Check all options in OAuth & Access scopes with full access.
11. Click the Save button.
12. Scroll down to the ClientID section and copy the Client ID value and paste it into the Client ID field on Workflow Automation.
13. Copy the Client Secret value on Pipedrive and paste it into the Client Secret field on Workflow Automation.
14. Click the Submit button.
15. A pop-up window appears. Click the Allow and Install button.
16. Your Pipedrive connection is now established.
17. Start using your new Pipedrive connection with Workflow Automation.