Pipedrive
CRM
  • automate
  • sales
  • marketing
  • collaborate

Pipedrive is a cloud-based sales software company with offices in Tallinn and Tartu, Estonia; New York City, New York; Lisbon, Portugal and London, United Kingdom

Description

Pipedrive gives you the ability to effectively manage your communications and sales with a lesser amount of admin work. It takes control over your emails, calls, progress, and tracks them automatically. Get a more unobstructed view of your sales process and keep all your team members on the same page. Pipedrive intelligently organizes your pipeline so that you know what to do next. The deals created automatically syncs with Integry.

App Capabilities

With Pipedrive you can work with your deals and sales more efficiently. With our integrations you can

  • Add the ability to create deals through Pipedrive
  • Add organizations, people
  • Search for organization, deals, people and much more

Triggers

A trigger is an event that starts from an app and sends data to other apps. For example: If your app is a Task Manager, a trigger can be 'Task Created'. We can then add another step like Push Message to Slack Channel or Create Google Calendar Event; both these steps will be triggered after the Task Created trigger.

Deal Created

Triggers when a deal is created

Person Created / Updated

Triggers when a contact is created or updated

Actions

An action is a step we execute on the corresponding app. For example: In a task manager, an action can be to Create Task or Update Task. An action cannot be the first step in an integration, and it is started by Integry on another platform. For example, an integration could be to Create Tasks (an action on receiving app) from Slack Messages (trigger).

Create Activity

Creates a new activity

Create Deal

Creates a new deal

Create person

Creates a new person

Search person

Searches a person by name or email and returns the first result

Update Person

Updates an existing person

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