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Pipedrive integration + automation

Pipedrive integrations couldn’t be easier with the Tray platform’s robust Pipedrive connector, which connects any services without the need for separate integration tools.

Integrations

Pipedrive automation for any use case

Take your CRM processes to the next level and win more deals with Pipedrive integrations on the low-code Tray Platform. Our platform empowers you to seamlessly build integrations that connect your CRM and any application across your tech stack without the need for IT support. Connect Pipedrive and any data source to increase conversion rates and drive more sales.

Need a Pipedrive connector? You can bi-directionally sync your Pipedrive data to boost sales productivity and drive revenue. Our 100% visual drag-and-drop builder makes it easy for you to connect the Pipedrive API and any data source, including FTP, email, webhooks, flat files such as CSVs, and any other application, even using data within custom fields.

You can also use the Tray Platform to build custom Pipedrive automation. Take full control of your lead, opportunity, and account data and skip the hours of manual data entry with customized automation. Using dynamic, multi-step workflows, trigger an unlimited variety of operations across any tool, including automatically sending follow-ups, auto-updating CRM account details, and more. Now you can spend less time on manual work and refocus on more-strategic initiatives.

Automation

Pipedrive automation for any use case

Anyone in sales, marketing, customer support, e-commerce, revenue operations, and other roles across the organization can build custom Pipedrive automation to flow data for leads, prospects, and accounts wherever they need. Sync Pipedrive with any of your tools to scale mission-critical processes, such as importing lead lists across multiple applications, auto-updating existing records, and sending personalized follow-ups.

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators that lets you build customized Pipedrive automation. Easily connect Pipedrive across all of your favorite applications such as your marketing automation platform, sales engagement platform, helpdesk, project management tool, e-commerce software, accounting tools, internal chat tool, and more.

Build customized Pipedrive automation to boost lead management at scale. Improve campaign execution by automatically ingesting leads captured from forms and surveys across Pipedrive. Streamline the quote-to-cash process by automatically alerting relevant stakeholders for approval after closed-won deals. Or, increase your win rate by instantly routing hot leads to sales representatives for rapid follow-up.

Use cases

Heavy-duty Pipedrive use cases

Business users love how easy it is to stand up scalable Pipedrive integrations with the Tray Platform. It’s also powerful enough to handle heavy-duty data jobs that process billions of records daily. Our platform’s elastic, serverless architecture automatically scales with your changing data needs.

Automatically deliver personalized messages in retargeting campaigns to reengage cold leads and win more deals. Connect your CRM and internal communication tool to automatically receive instant notifications for key sales activities such as demo sign-ups, email opens, and deal approvals. Streamline sales execution by automatically creating new tasks in your project management tool for sales-related initiatives such as deal desk and the sales-support handoff. Build customized automation for any use case across any application, including Jira, HubSpot, GetResponse, WooCommerce, Evernote, Typeform, Unbounce, Wufoo, Gmail, Quickbooks, Salesforce, and more.

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Pipedrive templates

Discover more templates

Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros.

Template

Export leads from an Excel file to Pipedrive

Intake leads from an Excel file, standardize them, and record in Pipedrive

Create a new spreadsheet and edit with others at the same time - from your computer, phone or tablet

Template

Export leads from a Google Sheet to Pipedrive

Intake leads from a Google Sheet, standardize them, and record in Pipedrive

Template

Export leads from a CSV file to Pipedrive

Intake leads from a CSV file, standardize them, and record in Pipedrive

Artisan SVG > Webhook (webhook) (globe-2)

Template

Export leads from a Webhook to Pipedrive

Intake leads from a Webhook, standardize them, and record in Pipedrive

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Pipedrive Connector Details

UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Triggers

List webhooksDelete webhookCreate webhookWebhook

Connector TypeTray Connector

Operations

Delete organizationCreate activityCreate dealCreate noteCreate organizationCreate personFind organizations by nameFind peopleFind usersGet activityGet dealList pipelinesand 15 more...

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Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems

Tray is the leading AI ready integration and automation platform

Pipedrive integration + automation

Pipedrive automation for any use case

Pipedrive templates

Popular Pipedrive integrations

Pipedrive Connector Details

Tray is the leading AI ready integration and automation platform

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