Pipedrive is a CRM that allows you to build and manage sales funnels.
The Pipedrive integration is a native 1-way integration. You can create a new person, an organization, or a deal in Pipedrive based on events happening in Prospect.io.
You can connect your Pipedrive account from the Prospect.io Store.
Once the app is connected, you can create a new automation for the Pipedrive integration, or add the Pipedrive step to any existing automation in your account.
- Navigate to the Automations tab and create a new Automation or open an existing one.
- For a new automation flow, configure the Enrollment Strategy:
- Set the triggers to choose how and when you want to create a new person, an organization, or a deal.
- Set filters to select whether the automation should be applied to all prospects or to some specific prospects only.
Find more details on how to add prospects to the automation here.
- Add a Pipedrive step to create a person and/or an organization, and you can also choose where you want to create the deal.
If the deal is already present in your Pipedrive account we won't do anything.