Pipedrive との統合と自動化

Name: Pipedrive
Rating: 4.9 (182 reviews)

Pipedrive を他のツールとシームレスに接続。ワークフローを自動化し、業務効率を向上させます。

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

主要企業が Workato を活用

Pipedriveを自動化すべき理由

Sync marketing and sales

Sync marketing and sales
Automate order to cash
Control data governance
Resolve support issues

Why these integrations and automations matter:

Even though marketing and sales both work with leads and customers, the two teams have limited opportunities to share their data and insights. Bring marketing and sales together by integrating Pipedrive with the other business applications these two teams use every day.
Sync lead data

Integrate Pipedrive with MAPs like Marketo or Hubspot to import new contacts from marketing directly into your sales software. You can sync any custom object from these contacts (which is something you can’t do with native integrations).
Enrich new leads

Enrich new leads with as much relevant information as possible by integrating Pipedrive with data-enrichment tools like Clearbit and ZoomInfo. This integration ensures that your Pipedrive contacts include all available data on each lead.
Route leads

Integrate Pipedrive with Slack or Microsoft Teams to immediately route leads to sales reps with Workbot (our enterprise Slackbot or Teamsbot). You can even take action in chat by adding a Workbot button to disqualify or short-list the lead.

Streamline your Pipedrive integrations

Pipedriveと自社製品を接続したいですか？

Workato Embedded プラットフォームを活用し、1200以上の事前構築済みコネクターへアクセス可能です。

詳しく見る

Build powerful workflows, fast

Triggers

When this happens…

Pipedrive

New object
New object in Pipedrive
New or Updated object
New or Updated object in Pipedrive
New or updated object Batch
New or updated object in Pipedrive

Any other trigger you can think up

Actions

Do this…

Pipedrive

Custom action
Custom action in Pipedrive (Custom)
Create activity
Create activity in Pipedrive
Create deal
Create deal in Pipedrive
Create note
Create note in Pipedrive
Create organization
Create organization in Pipedrive
Get deal related products Batch
Get products from the deal in Pipedrive
Get object Batch
Get object from PipeDrive
Update deal
Update deal in Pipedrive
Update organization
Update organization in Pipedrive
Update person
Update person in Pipedrive

Any other action you can think up

単一のプラットフォーム

強力
俊敏性
スピード
革新

Streamline your Pipedrive integrations

Pipedriveとの統合について

It takes hard work and a clear vision to cultivate successful customer relationships over time. Pipedrive is a CRM that lets your business visualize its customer relationships, so you can promote positive interactions that help increase revenue and grow customer lifetime value.