Zapier: What it is and how to use it
Zapier is a user-friendly web service that allows you to automate actions between different web apps you use every day. Creating Zaps between your apps saves time, automating many of the manual tasks you complete daily.
Using Zapier to connect Pipedrive with another app will allow you to automatically create or update data such as deals, contacts and leads based on activity that occurs in other tools you use every day. Pipedrive activity can also be used as triggers to update data in other apps.
Connecting Pipedrive to Zapier
To start using Zapier, connect your Pipedrive account to your Zapier account. Once authenticated, you can start creating Zaps between Pipedrive and your apps.
In your Zapier account, hover over the left-hand sidebar and select “My Apps.” You can then search for and select Pipedrive.
You will then be directed to an authentication page where you can read through Pipedrive’s permission request to access your data. Select a Pipedrive company to connect to Zapier and click “Continue to the app.” Once you have read the permissions, click “Allow and Install.”
If your account is connected successfully, you should see it in Zapier under My Connections.
Zaps and Triggers
Select the “When this happens...” dropdown in your Zap creator to see the available triggers for Pipedrive:
These Zaps are popular among Pipedrive users:
Centralize your Contacts
Capture Leads and Deals
Get Notifications and Alerts
Track Action Items
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