Add new Pipedrive deals to Dasheroo dashboards

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Pipedrive to Zapier.

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

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  Connect Dasheroo to Zapier.

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

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

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  Set up a Trigger action for Pipedrive

  Choose the following trigger: New Deal (Triggers when a new deal is created.).

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  Then set up an Action for Dasheroo

  Choose this action: Send Data to Dasheroo (Creates a line or area chart from the data sent to Dasheroo.).

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

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  Customize data flow

  Configure the data that is exchanged between Pipedrive and Dasheroo.

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  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 Pipedrive deals to Dasheroo dashboards!