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Pipedrive

Common Questions

Pipedrive is a CRM and pipeline management tool designed to help small sales teams manage complicated sales processes successfully. It helps you build a custom sales pipeline and design your sales deals, quickly and easily. It is the optimized tool for sales pipeline monitoring.

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Triggers

  • New Deal

    Triggers when a new deal is created

  • Update Deal

    Triggers when a deal is updated

  • New Person

    Triggers when a new person is added

  • Update Person

    Triggers when a person is updated

  • New Organization

    Triggers when a new organization is created

  • New Pipeline

    Triggers when a new pipeline is created

  • New Note

    Triggers when a new note is created

  • New Note in Deal

    Triggers when a new note is created in a specific deal

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Actions

Common Questions

To use any Pipedrive actions in your workflow, you will first need to connect Pipedrive to Built.io Flow Express.

To do this, select any Pipedrive event from the list of actions in the ‘Select an Action’ page. Now the ‘Connect’ step requires you to connect Built.io Flow Express to your Pipedrive account. To do this, click on ‘Add A New Account’ link. This link redirects you to a new dialog box which requires you to enter the API token of your Pipedrive account.

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Obtaining Pipedrive API Token

Log in to your Pipedrive account. Click on your name in the top-right corner, and select 'Settings'.

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Now, click on 'API' tab. Here, you will find the API token of your Pipedrive account. Copy and paste this API token in the 'Connect' configuration step of Pipedrive account, and click on 'Next'. 


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Once you click on 'Next', you will now see the added connection under ‘Choose Account’. Once added, this connection will be available in any Pipedrive action or trigger.