Integrating Pipedrive to Triggerbee opens up a stream of possibilities. Triggerbee will help you identify companies based on their IP address. With your input, we'll collect those you find to be "hot leads", and make them available for automatic transfer to your Pipedrive account, including:
Creating and updating deals
Inserting contacts, leads, and companies
Assigning account owners
Inserting notes
Tracking of your subscribers' behaviors on your website when they come through your emails
Target widgets based on their website behavior.
How to set up the integration
Log in to your Pipedrive account and navigate to Settings in the top-right menu.
Go to Other --> API in the left menu. Here you will find your personal API token if it has already been created. If not, go ahead and create one. Copy the API token. Make sure that no extra spaces or characters follow.
Then, in Triggerbee - navigate to Apps & Integrations, and select the Pipedrive app
Enter the API Key you copied from Pipedrive. Press Save. Once the connection is successful, you are done with the integration! Pipedrive will now be available in automation!
Create deals in Pipedrive
The Triggerbee - Pipedrive integration also allows you to create and update deals in Pipedrive, as well as update properties, add notes, and schedule activities. This is done through Triggerbee Automations
Navigate to Automations and create a new one. Select what event you want to trigger the action in Pipedrive, eg. a visit on a certain URL of your site or a campaign interaction.
Then, as the action for the automation - select what Pipedrive event you want to perform - eg. creating a deal or updating a contact. Continue with more actions if needed, eg. adding a note or updating another property. This is what the final automation could look like.
Save and activate your automation, and you're done! The automation will run as soon as the triggering event happens on site.