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Knowledge Base/Integrations/Zapier/Zapier: What it is, a...

Zapier: What it is, and how to use it

JT
Jenny Takahara, July 30, 2021

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

In order to start using Zapier, you will need to connect your Pipedrive account to your Zapier account. Once it has been 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.

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You will then be directed to an authentication page where you can read through Pipedrive's permission request to access your data. Select the Pipedrive company you would like to connect to Zapier and click Continue to the app. Once you have read through the permissions, click Allow and Install.

If your account is connected successfully, you should see it in Zapier under My Connections.

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Popular Zaps

Pipedrive users often benefit from any of the following popular Zaps.

Centralize your Contacts

Capture Leads and Deals

Get Notifications and Alerts

Track Action Items

Miscellaneous

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