This automation scenario allows you to connect Lemlist and Pipedrive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Lemlist and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Lemlist
Triggers when an activity has ocurred. It can be an email has been sent, replied to, bounced, or unsubscribed from or v3 new activity like a LinkedIn profile have been visited or a phone call just ended.
Then this action happens in Pipedrive
Creates a new person.
This guide contains information on how to set up an automatic workflow that allows to Add new lemlist email activity to Pipedrive as people.
Part I
First, we need to connect Lemlist and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Lemlist to Zapier.
Give Zapier access to your Lemlist account, using Lemlist credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Lemlist
Choose the following trigger: New Activity (Triggers when an activity has ocurred. It can be an email has been sent, replied to, bounced, or unsubscribed from or v3 new activity like a LinkedIn profile have been visited or a phone call just ended.).
Then set up an Action for Pipedrive
Choose this action: Create Person (Creates a new person.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Lemlist and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new lemlist email activity to Pipedrive as people!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Add a Lead to a campaign.
Deletes a lead in the unsubscribed list.
Add email in unsubscribes
Add lead to a campaign
Delete lead from campaign
Get lead
Pipedrive alternatives
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