When someone completes an activity, like creating a customer proposal, for example, they move the deal to the next stage, which triggers another follow-up activity.' 'For example, this Zap helps with telling someone what they have to do for each stage. 'We use Pipedrive not only as a CRM, but as a general process management tool,' business model designer Emilio Lopez Romo says. Before we talk about popular ways to connect Pipedrive with other apps, let's first break down how Zapier works.

Pipedrive helps you visualize your business workflows, while Zapier helps you hook in those processes to the other apps you use every day, so that data can pass between them automatically. How to Set up An Automation with Pipedrive and Zapier Here are more than 20 ways Pipedrive users rely on Zapier to automate a workflow and get even more done. So instead of creating a pricing estimate and sending it to a customer manually, for example, a Zapier integration could on your accounting app using data from Pipedrive then email it to the customer.

Plug Pipedrive into Zapier, and you can create automated workflows between Pipedrive and 500-plus complimentary apps, such as MailChimp, Wufoo, and Slack. We use Pipedrive not only as a CRM, but as a general process management tool.Įmilio Lopez Romo, business model designer at Arcus Business Design

Pipedrive slack integration