Pipedrive

Pipedrive is a customer relationship management (CRM) platform designed primarily for sales teams. It focuses on pipeline management, helping businesses to track and organize their sales activities. Key features of Pipedrive include a visual sales pipeline, email integration, reporting and analytics, and the ability to automate repetitive tasks. This tool is highly regarded for its user-friendly interface and its effectiveness in streamlining sales processes, making it easier for sales teams to manage their deals and interactions with customers.

Key features of Pipedrive:

1. Visual Sales Pipeline: Provides a clear overview of the sales stages and deal status.
2. Email Integration: Syncs with email services for seamless communication tracking.
3. Activity and Goal Tracking: Helps in monitoring and managing sales activities and objectives.
4. Reporting and Analytics: Offers detailed insights into sales performance and metrics.
5. Customization Options: Allows personalization of fields, pipelines, and activities.
6. Automation of Repetitive Tasks: Automates tasks to increase efficiency.
7. Mobile App Access: Offers a mobile application for managing CRM on-the-go.
8. Lead and Deal Management: Tools to effectively track and manage leads and deals.
9. Integration with Other Tools: Supports integration with various third-party applications.
10. Security and Reliability: Ensures data security and platform reliability.

Triggers:

• New activities: Triggers when a new activity is created.
• New deals: Triggers when a new deal is created.
• New leads: Triggers when a new lead is created.
• New notes: Triggers when a new note is created.

Actions:

• Create activity: Creates a new activity.
• Create deal: Creates a new deal.
• Create lead: Creates a new lead.
• Create note: Creates a new note.
• Create organization: Creates a new organization.
• Create person: Creates a new person.

Connect with Pipedrive:

1. Go to the Pipedrive developers page.
2. Sign up for a Sandbox account to create an app.
3. Log in to your Sandbox account.
4. Navigate to Developer Hub.
5. Click the Private apps tab.
6. Click the Create private app button.
7. Go to Mation and navigate to My Apps and Add a new connection choosing Pipedrive from the list.
8. Copy the OAuth Redirect URL from Mation to the Callback URL field on Pipedrive.
9. Choose any app name to be displayed in Mation and click the Save button..
10. Check all options in OAuth & Access scopes with full access.
11. Click the Save button.
12. Scroll down to the ClientID section and copy the Client ID value and paste it into the Client ID field on Mation.
13. Copy the Client Secret value and paste it into the Client Secret field on Mation.
14. Click the Submit button.
15. A pop-up window appears. Click the Allow and Install button.
16. Your Pipedrive connection is now established.
17. Start using your new Pipedrive connection with Mation.