Product Overview
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Connect Pipedrive with your favourite apps
Pipedrive is a CRM and deal pipeline management software that is simple and easy to use.
Do you want to get away with the manual hassle of importing and exporting leads from your ad campaigns to your CRM? Automate this process and manage your sales outreach well to close deals faster without wasting any time.
With this Facebook Lead Ads & Pipedrive Integration template, whenever you generate a new Facebook lead, a new deal is automatically created in Pipedrive. Additionally, you can name every deal as the first and last name of the lead in order to identify it easier.
Just connect your Facebook Lead Ads & Pipedrive accounts in Automate.io, choose the data you want to map, activate the bot & you are done!
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The bot runs when you receive a new lead from your Facebook Lead Ads.
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The bot then automatically creates a deal in Pipedrive from the data mapped from Facebook Lead Ads.
Tracking your Pipedrive deals on a spreadsheet tool like Google Sheets helps you keep a detailed record of their progression.
Let this readymade Pipedrive to Google Sheets integration template help you get this up and running without any manual efforts. When you set up your integration using this template, you can even map relevant deal information from Pipedrive such as Deal value, Deal status, Deal Person name, etc. to your Google spreadsheet.
With that, every time there is a new deal on Pipedrive, its details will be automatically copied to a new row in your Google spreadsheet.
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This Bot runs whenever there is a new deal on Pipedrive.
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Automate.io copies the details of that deal to a new row in your Google spreadsheet.
Updated Deal
Triggers when an existing Deal is updated
Won Deal
Triggers when a Deal is won
New Activity
Triggers on new Activity linked to a Person, an Organization or a Deal
New Deal
Triggers when a new Deal is created
New Person
Triggers when a new Person is added
New Product
Triggers when a new Product is created
Lost Deal
Triggers when a Deal is lost
Deal Matches Filter
Triggers when a deal matches a selected pipedrive filter
Deal enters a stage
Triggers when a Deal enters a particular Stage
Updated Deal Stage
Triggers when a deal stage gets updated. Optionally filter with current and new stages.
Activity Matches Filter
Triggers when an activity matches a selected pipedrive filter
New Note
Triggers when a new Note is added to a Person, an Organization or a Deal
New Organization
Triggers when a new Organization is added
Updated Organization
Triggers when an existing Organization's details are updated
Updated Person
Triggers when an existing Person's details are updated
Add an Activity
Add a new Activity (Call, Meeting, Task, Deadline, Email) linked to a Deal, Person or Organization
Add a Deal
Add a Deal using its title
Add or Update a Person
Add or Update a Person using their Name
Add a Note
Add a Note to a Person, Deal or Organization
Add an Organization
Add an Organization using its Name
Add a Product to a Deal
Add a Product to an existing Deal using the Deal ID.If the Product does not exist,a new Product is created
Update an Organization
Update an existing Organization using Organization Id
Add Follower
Adds a follower to a deal, organization or person
Add Product
Adds a new product
Get Deal(s) for Contact
Get Deal(s) for specified Person
Get Contact(s) for Deal
Get Contact(s) for specified Deal
Update Deal
Update a Deal using its Deal ID
Search Products
Search Products using the Product ID or Product name
Search Users
Search for a User based on Pipedrive ID of User or Email Address or Name of the User
Search a Deal
Search for a Deal based on Pipedrive ID of the Deal or Deal Name
Search an Organization
Search for an Organisation based on Pipedrive ID of the Organization or Organization name
Search a Person
Search for a Person based on Pipedrive ID of Person or Email Address or Name of the Person
Search Activity
Search Actvity by Subject
Forms
Pipedrive
Marketing
Run workflows spanning across your Forms, Pipedrive and Marketing apps. Trigger workflows automatically when things happen in any of the apps.
Try NowiPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
“
The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
“
Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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