Pipedrive
talkSpirit
zapier

An automated workflow using zapier

Connects Pipedrive + talkSpirit

Post new Pipedrive deals to a talkSpirit newsfeed

About this workflow template

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.

Pipedrive and talkSpirit can also be integrated using automation tools other than zapier:

Diagram

Post new Pipedrive deals to a talkSpirit newsfeed
Workflow diagram: Pipedrive + talkSpirit integration

How it works?

When this trigger fires in Pipedrive

Pipedrive

New Deal in Pipedrive

Triggers when a new deal is created.

Then this action happens in talkSpirit

talkSpirit

Create Post or Comment in talkSpirit

Creates a new post in the chosen group (or a threaded comment).

How to set up this workflow

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

Configure Applications

First, we need to connect Pipedrive and talkSpirit to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

  • Connect talkSpirit to Zapier.

    Connect talkSpirit to Zapier.

    Give Zapier access to your talkSpirit account, using talkSpirit credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Pipedrive

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Pipedrive and talkSpirit.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

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    triggerbyzapieralbato
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

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    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • talkSpirit

    Create post or comment

    Creates a new post in the chosen group (or a threaded comment).

    zapier
    actionbyzapier
  • talkSpirit

    Ping

    Trigger when testing (ping).

    zapier
    triggerbyzapier

Apps you need

Zapier

Zapier

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