Pipedrive

Pipedrive

by UiPath

StarStarStarStarStarStarStarStarStarStar

0

Integration Service Connector

Runs

<100

Summary

Summary

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.

Overview

Overview

The Pipedrive connector integrates Pipedrive’s customer relationship management capabilities into UiPath automation processes. This integration enables sales teams to automate key activities including lead tracking, contact management and deal monitoring.

To automate workflows with Pipedrive, first establish a secure connection with your Pipedrive instance. Detailed authentication instructions are provided in the Pipedrive authentication documentation.

Once connected, you can use the Pipedrive activities in UiPath Studio to streamline sales processes, automate deal tracking, manage contacts and ensure efficient CRM data handling.

For detailed API capabilities and documentation, visit the Pipedrive official API documentation.

Note: This connector does not currently support events.

Features

Features

  • Sales & Business Development - Automate tracking and updating of sales deals, manage follow-ups and optimize pipeline visibility.
  • Marketing & Lead Management - Automate lead capture, qualification and nurturing activities, ensuring timely interactions.
  • Professional Services - Streamline client relationship management, automate project deal tracking and manage ongoing communication efficiently.

Similar Listings