by Zapier Inc.
Zapier is an integration platform that allows you to connect different apps you use every day to automate tasks and save time. With Zapier you can connect over 1,000+ integrated apps (e.g. Quickbooks, Xero, Freshbooks) together and make your own automations.
Using Pipedrive with Zapier allows you to automatically capture information from other apps you use and send it directly to Pipedrive or the other way around. This can be done with Zaps – a combination of a trigger and an action, where users specify the needed events or information flow. Triggers and actions in Pipedrive can be, for example, creating a new deal or activity, updating a note or a person, attaching a file, etc. All of these possibilities help users to focus on closing more deals and building more connections rather than manually updating their Pipedrive data.
Pipedrive and Zapier can be used together, for example, to:
– Record new Calendly events as contact activities in Pipedrive
– Add new Typeform entries to Pipedrive as deals
– Add new Facebook ad leads as people in Pipedrive
– Create Pipedrive Deals when there is a new submission in Gravity Forms For more information about usage of Zapier:
Pipedrive’s Support page > https://support.pipedrive.com/hc/en-us/sections/360000179005-Zapier
Pipedrive Blog post about Zapier > https://blog.pipedrive.com/2018/03/pipedrive-zapier-new-features/
Zapier’s Support page for Pipedrive integration > https://zapier.com/blog/pipedrive-integrations/
Setup and installation
If you are completely new to Zapier, then you can see a detailed guide how to create Zaps here: https://zapier.com/learn/getting-started-guide/what-is-zapier/ When you first start using Zapier, you need to connect your Pipedrive account. This can be done under “Connected Accounts”. There just choose Pipedrive as the account and insert your Pipedrive API token, which can be found under Settings > Personal > Other > API .
Once the Pipedrive account is available in Zapier, you can select the account from Zapier’s dropdowns and begin composing Zaps. You can also add your Pipedrive account to Zapier in the beginning of the creation of the Zap by adding you Pipedrive API token.
To start, you need to create a Zap, a trigger/action pair that can run automatically every 5-15 minutes depending on your plan. To do that you need to firstly select Pipedrive and the other app you wish to have an automation to run between. Next you need to specify the trigger and action. They’ll determine when and what action or event will occur. For example, Zap between Pipedrive and Google Sheets: Trigger (When this happens..)- “New Spreadsheet Row ” > Action (then do this!) – “Create Deal” .
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