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Pipedrive

Pipedrive is a popular CRM platform designed to help businesses manage their sales pipeline and close more deals. Its purpose is to provide a user-friendly and intuitive solution for managing customer relationships and sales processes. Pipedrive offers various automation features, such as email templates, automated reminders, and sales pipeline automation, which help businesses automate repetitive tasks and streamline their sales processes. This automation is particularly valuable for sales teams, sales managers, and business owners, as it automates tasks like lead generation, sales follow-ups, and sales reporting, ultimately improving sales efficiency and productivity. With Pipedrives automation capabilities, businesses can focus more on closing deals and building strong customer relationships, while routine tasks are handled seamlessly in the background.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Deal

Triggers when a new deal is created in Pipedrive.

New Person

Triggers when a new person is created in Pipedrive.

Actions

Action components allow you to perform operations on the app.

Add Deal

Creates a new deal in Pipedrive. See the docs here.

Add Note

Creates a new note in Pipedrive. See the docs here.

Add Person

Creates a new person in Pipedrive. See the docs here.

Add Product

Adds a product to Pipedrive. See the docs here.

Search Persons

Searches all Persons by name, email, phone, notes and/or custom fields. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here.