Pipedrive is a CRM that allows you to build and manage sales funnels.
The Pipedrive integration is a native 1-way integration. You can choose to create a new deal in Pipedrive based on events happening in Prospect.io.
You can connect your Pipedrive account from Settings > Integrations > Applications.
Once the app is connected, you can create a workflow. The workflow contains 3 steps:
1. Choose a trigger: You can choose when you want to create a new deal. For example, you can ask Prospect.io to create new deals when a prospect replies or when you create a prospect.
2. Define a segment: Then you can define if the workflow should be applied to all prospects or to some prospects only (a segment).
3. Choose a destination: Using a trigger, workflows automatically complete an action in a destination app. You can choose in which pipeline and stage you want to create the deal.
If the deal is already present in your Pipedrive account we won't do anything.