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Pipedrive Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Optimize your sales process with Pipedrive and UiPath. Automate workflows by integrating via the UiPath Connector for Pipedrive.
Overview
Overview
Pipedrive is a cloud-based customer relationship management (CRM) tool designed for sales teams to efficiently manage and track contacts, leads and deals.
How It Works
- Set Up Outbound Automation: Enable outbound automation between UiPath and Pipedrive by establishing an authenticated connection using the UiPath Connector for Pipedrive.
- Authentication Guide: Before starting your first project, make sure to follow the steps outlined in the Authentication Guide within the connector documentation to ensure a secure connection.
Activities
- Create Organization - Create an organization in Pipedrive.
- Create Deal - Add a deal to Pipedrive.
- Create Person - Add a person (contact) in Pipedrive.
- Create Lead - Add a lead in Pipedrive.
- Create Activity - Schedule an activity in Pipedrive.
- Update Person - Update a person (contact) in Pipedrive.
- Upload File - Upload a file to Pipedrive.
- Replace Record - Replace a record in Pipedrive.
- Update Record - Updates a record in Pipedrive.
- Get Record - Retrieves a record in Pipedrive.
- Insert Record - This activity inserts a record in Pipedrive.
- Delete Record - Deletes a record from Pipedrive.
- List All Records - This activity lists all records in Pipedrive.
This activity package is compatible with UiPath Studio versions 2023.10 and newer. It is currently in Preview.
Features
Features
Additional Information
Additional Information
Dependencies
None
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