This automation scenario allows you to connect Pipedrive and talkSpirit
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
Pipedrive and talkSpirit can also be integrated using automation tools other than zapier:
When this trigger fires in Pipedrive
Triggers when a new deal is created.
Then this action happens in talkSpirit
Creates a new post in the chosen group (or a threaded comment).
This guide contains information on how to set up an automatic workflow that allows to Post new Pipedrive deals to a talkSpirit newsfeed.
Part I
First, we need to connect Pipedrive and talkSpirit to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Connect talkSpirit to Zapier.
Give Zapier access to your talkSpirit account, using talkSpirit 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 Pipedrive
Choose the following trigger: New Deal (Triggers when a new deal is created.).
Then set up an Action for talkSpirit
Choose this action: Create Post or Comment (Creates a new post in the chosen group (or a threaded comment).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and talkSpirit.
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 Post new Pipedrive deals to a talkSpirit newsfeed!
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.
Creates a new post in the chosen group (or a threaded comment).
Trigger when testing (ping).
Pipedrive alternatives
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