Speed up your Pipedrive sales process with these workflows

Pipedrive is a full-featured CRM that’s designed with one thing in mind: helping your business win more deals. With the ability to get up and running in a few minutes and an extensive list of features to help your sales team, it’s one of the most intuitive CRM (customer relationship management) systems in the marketplace.

While you may spend a lot of time in Pipedrive, it’s not the only platform you use to get work done. Integrating Pipedrive with other software helps you ensure your systems are always up to date and saves your team from spending time on manual tasks like data entry. 

Learn about how to use Zapier to streamline your workflows and extend on an already awesome CRM.

Table of contents:

How to integrate Pipedrive with almost any app using Zapier

Zapier allows you to easily connect the apps that your teams use every day—like Google Sheets, Slack, Facebook Lead Ads, and Intercom—to save time and reduce manual errors, making sure nothing falls through the cracks of your sales process.

To create your own workflow in Zapier—something we call a “Zap”—you’ll need:

• a Pipedrive account, 

• a Zapier account, 

• access to the apps you want to integrate with Pipedrive, and 

• a process you want to automate.

Zapier’s Pipedrive integration gives you the ability to initiate Zaps from almost any newly created or updated deal, person, note, or activity in your CRM. Once your Zap kicks off, you can communicate with another app or perform tasks in Pipedrive to update deals, people, and organizations.

If you’re like most businesses, you probably have forms on your website that capture inquiries. If you want to avoid having to manually transfer that information to your CRM, you’ll need a way to connect your form system to Pipedrive.

Let’s say you’re using Gravity Forms on your website to capture leads. Simply create a trigger by choosing the Gravity Forms app and selecting the Form Submission trigger. Connect your Gravity Forms plugin to Zapier by following the prompts.

Now select the Create Person action step to instantly create a person in Pipedrive with the information that you captured on the form.

You can also use this Zap template to get a head start:

To create this Zap from scratch, log into your Zapier account and click Create Zap. We recommend this method if you’d like to add additional steps or things like filters or paths to fine-tune your automation.

Create Pipedrive deals from anywhere

Pipedrive makes it easy for salespeople to convert leads into customers. And while it does let you create and embed forms on your website, it may not be your primary source of leads. Getting information into Pipedrive quickly is critical, no matter where your leads come from.

Take advantage of some of the best landing page and website form tools out there to get leads into Pipedrive.

Or if you’re running ads on Facebook, Google, or LinkedIn to generate leads, you can easily bring those leads into Pipedrive with these Zap templates.

There are lots of creative ways to capture leads for your business, so having a system as flexible as Zapier makes your life a lot easier. Here are a few other lead capture methods we see Zapier users taking advantage of.

Now that all of your new leads are coming into Pipedrive from your different sources, you can focus on optimizing your sales process in Pipedrive and across your internal teams.

Communicate more effectively during the sales process

Creating a good sales experience, both for your internal team and your customers is tricky. Customers want to know what’s happening at every stage and relying on emails to manage internal handoffs is a disaster waiting to happen.

Keep your customers in the loop

Whether you want to automatically request additional information from a customer or just keep them in the loop, one of these Zaps can help get you there.

You’ll be sure to delight potential customers with a well-timed text message or a personal email that shows you care.

Automate internal sales processes with ease

Your sales process might include a number of different teams and team members. To keep your sales process on track, you can use one of these Zap templates to automatically notify team members and advance internal workflows.

You can also use Zapier to connect Pipedrive deals to your project and task management systems.

It’s easy for deals to get lost when they transfer between people or teams. By leveraging Zapier to integrate Pipedrive with your internal systems you’ll be able to ensure nothing gets forgotten.

Pull everything back into Pipedrive

The beauty of Zapier is that all of this integration can happen in both directions. So once that task is completed or that Google Sheet is updated, Zapier can update Pipedrive accordingly to keep all of the critical sales information inside Pipedrive.

Now when your sales team is waiting for something important to happen outside of their control, Pipedrive will have the critical information they need to proceed.

By communicating with your customers and your internal teams more effectively, you’ll have fewer errors, more consistent outcomes, and delighted customers. What’s not to like!

Win more customers with Zapier + Pipedrive

Pipedrive and Zapier work together to keep your sales process moving. Use them together to connect Pipedrive with almost any other app to streamline and automate your business processes.

This article was originally published in March 2020 and written by Nick Moore. It was updated in September 2021 by Matt Jackman.