Integrate & connect
Pipedrive with Zapier

Tired of manually transferring data between Pipedrive and other apps? Integrating Pipedrive with Zapier can automate repetitive tasks, saving you hours each week. In fact, sales reps who automate lead management can close up to 30% more deals!

Ready to streamline your workflows and close more sales? This step-by-step guide covers both the classic approach to integrating Pipedrive and Zapier, as well as how to use AI tools like Bardeen to connect the apps with zero coding. By the end, you'll be able to build powerful automations in minutes.

Want to eliminate busywork and focus on selling? Let's dive into integrating Pipedrive with Zapier to put your sales process on autopilot!

Introduction

Pipedrive and Zapier are two powerful tools that can help you manage your sales process and automate tasks. In this guide, we'll show you how to integrate Pipedrive with Zapier step-by-step so you can save time and focus on closing deals.

By connecting Pipedrive and Zapier, you can:

• Automatically create new Pipedrive deals from new leads in other apps
• Update Pipedrive contacts and deals based on changes in other apps
• Trigger actions in other apps when deals move through stages in Pipedrive

Let's get started with integrating Pipedrive and Zapier to simplify your sales workflow.

The Benefits of Integrating Pipedrive and Zapier

Connecting Pipedrive with Zapier allows you to automate key tasks and streamline your sales process. By integrating these two powerful tools, you can:

1. Automatically add new leads from web forms, ads, and other sources into Pipedrive as contacts or deals, ensuring no opportunities fall through the cracks.
2. Keep contact records up-to-date by syncing information between Pipedrive and your email marketing platform or other apps. When details are updated in one system, Zapier will update the other.
3. Trigger actions based on deal stage changes in Pipedrive, such as notifying your team in Slack, creating tasks, or starting an email sequence when a deal becomes qualified.

Integrating Pipedrive and Zapier helps automate sales prospecting, centralize your data, reduce manual entry and errors, and lets you build time-saving workflows between the two apps and others in your stack. In the next section, we'll cover exactly how to connect Pipedrive with Zapier step-by-step.

Save even more time by using Bardeen's sales prospecting automation to streamline your processes and focus on closing deals.

Step-by-Step Guide: Connecting Your Pipedrive and Zapier Accounts

To start automating tasks between Pipedrive and Zapier, you first need to link your accounts for the two platforms. Here's how to connect Pipedrive with Zapier in just a few simple steps:

1. Generate Your Pipedrive API Token: In your Pipedrive account, navigate to Settings > Personal Preferences > API. Either copy your existing API token or generate a new one. This token grants Zapier access to your Pipedrive data.
2. Add Your Pipedrive Account in Zapier: Log into your Zapier account and go to My Apps. Click the Add Connection button and search for Pipedrive. Enter the API token you copied in step one. After a moment, Zapier will connect to your Pipedrive account.
3. Test the Pipedrive-Zapier Connection: Create a new Zap and choose Pipedrive as the trigger app. Select any trigger event, then click the Test Trigger button. If Zapier is able to pull in sample data from Pipedrive, your accounts are fully linked and ready to integrate.

Now that your Pipedrive and Zapier accounts are connected, you can move on to setting up your first automated workflow. For example, you can automate sales prospecting to streamline your lead generation efforts. The next section will cover some common use cases and example Zaps to help you get started integrating Pipedrive with your other apps via Zapier.

Popular Pipedrive-Zapier Integrations to Automate Your Workflows

Pipedrive and Zapier work together to automate an almost endless variety of sales and marketing tasks. Here are some of the most common ways to integrate Pipedrive with your other tools using Zapier:

1. Create Trello Tasks from New Pipedrive Deals: Automatically add a new Trello card whenever a deal is created in Pipedrive. Set up your board with lists for each pipeline stage to keep deal tasks organized.
2. Sync Pipedrive Contacts to Mailchimp: Keep your email list up-to-date by connecting Pipedrive and Mailchimp. Zapier can watch for new Pipedrive contacts and instantly add them as Mailchimp subscribers.
3. Get Slack Notifications for Key Pipedrive Activities: Zapier can post a Slack message when important Pipedrive events occur, like a deal moving to a new stage, an activity being logged, or a new contact being added. Your team stays informed without constant CRM checking.

These examples are just the beginning of what you can do by integrating Pipedrive and Zapier. With Zapier supporting thousands of apps, you can easily connect Pipedrive to your forms, marketing tools, databases, and more to automate sales prospecting and streamline pipelines.

Save time on sales tasks with automated sales prospecting using Bardeen. It simplifies your workflow.

Bardeen: The Easiest Way to Integrate Pipedrive and Zapier (Without Code!)

If you want to connect Pipedrive and Zapier without the learning curve, Bardeen is the perfect solution. This AI-powered automation platform makes it simple to integrate your favorite apps and build powerful workflows in minutes.

Here's why Bardeen is the best way to integrate Pipedrive with Zapier and your other tools:

1. Intuitive Visual Builder - Unlike Zapier's complex interface, Bardeen offers a user-friendly drag-and-drop workflow builder. Easily create basic or advanced Pipedrive automations with zero coding required.
2. AI-Powered Automation Suggestions - Bardeen's AI analyzes your Pipedrive usage and recommends personalized workflow ideas to save you time. Get relevant automation suggestions tailored to your unique sales process.
3. Connect Pipedrive to 200+ Apps - With Bardeen, you can integrate Pipedrive and Zapier with hundreds of other tools like Gmail, Slack, Mailchimp, and Trello. Automate data syncing and tasks across your entire tech stack.

Getting started with Bardeen is easy. Just download the app, link your Pipedrive and Zapier accounts, and start building workflows (or use one of the AI-suggested automations). You can set up your first integration in less than 5 minutes.

Spend a little time connecting Pipedrive and Zapier with Bardeen now and reap the benefits of saved time and automated busywork later. Your future self will thank you!

Conclusion

Integrating Pipedrive and Zapier is crucial for sales teams that want to boost efficiency and productivity. In this step-by-step guide, you discovered:

• Connecting Pipedrive with Zapier allows you to automate data syncing and important actions
• You can connect your Pipedrive and Zapier accounts in just a few steps by creating a Pipedrive API key
• Zapier enables common automations like creating Trello cards for new Pipedrive deals
• Bardeen offers a simpler, AI-powered alternative to integrate Pipedrive and Zapier without code

Don't waste another minute on repetitive data entry and manual tasks. Integrate Pipedrive with Zapier or Bardeen now and let automation handle the busywork. Your team (and your quota) will thank you later!

Save time and keep your focus on important tasks. Use Bardeen to automate sales prospecting easily.