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 people
  • Manage notes 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.

Activity Created

Triggers when a new activity is created

Activity Deleted

Triggers when an existing activity is deleted

Activity Updated

Triggers when an existing activity is updated

Bulk Import

Imports all contacts

Deal Created

Triggers when a deal is created

Deal Deleted

Triggers when a deal is deleted

Deal Updated

Triggers when a deal is updated

Note Created

Triggers when a new note is created

Note Deleted

Triggers when an existing note is deleted

Note Updated

Triggers when an existing note is updated

Person Created

Triggers when a contact is created or updated

Person Deleted

Triggers when a person is deleted

Person Updated

Triggers when an existing person is 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).

Bulk import (paginated)

Get all persons to perform bulk import in other applications. Pagination supported

Create Activity

Creates a new activity

Create Deal

Creates a new deal

Create Note

Creates a new note

Create Pipeline

Creates a new pipeline

Create Role

Creates a new role

Create person

Creates a new person

Delete Activity

Deletes an existing activity

Delete Deal

Deletes an existing deal

Delete Note

Deletes an existing note

Delete Person

Deletes an existing person

Delete Pipeline

Deletes an existing pipeline

Delete Role

Deletes an existing role

Search person

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

Update Activity

Updates an existing activity

Update Deal

Updates an existing deal

Update Note

Updates an existing note

Update Person

Updates an existing person

Update Pipeline

Updates an existing pipeline

Update Role

Updates an existing role

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