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Zapier 101 - What it is, and how to use it


What is Zapier?

Zapier is possibly the single greatest integration you'll ever use. To summarize, Zapier is a user-friendly web service that allows you to automate actions between countless different web apps you use every day (.e.g, get notifications in Slack on movements in Pipedrive).

"Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks. You can wait for third-party app developers to offer the SaaS integrations you need. You can hire expensive freelance programmers to build custom software for you. Or you can simply do it yourself with Zapier, and then get back to the work that matters most to your business."

Read more on what Zapier does here.

 

Popular things to do with Zapier

Pipedrive users often benefit from any of the following popular Zaps. Click on any of the Zaps below to follow a step by step guide: 

Centralize your Contacts

Capture Leads and Deals

Get Notifications and Alerts

Track Action Items

Misc

 

How to connect Pipedrive to Zapier

Connecting Pipedrive with Zapier will allow you to select Pipedrive from your list of connections during the creation of a Zap.

To connect your Pipedrive account to Zapier, you’ll first need to find your API key inside your Pipedrive account, which lives here.



In Zapier, click on your icon in the upper right corner of the app, and navigate to connected accounts.



From here, you can connect your Pipedrive account to Zapier by inserting your API key.

Once connected, your Pipedrive account will be available in Zapier, and you can easily select it from Zapier's account dropdowns.