Re:plain
Pipedrive
zapier

An automated workflow using zapier

Connects Re:plain + Pipedrive

Add contacts to Pipedrive from contacts form in Re:plain

About this workflow template

This automation scenario allows you to connect Re:plain and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.

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

Diagram

Add contacts to Pipedrive from contacts form in Re:plain
Workflow diagram: Re:plain + Pipedrive integration

How it works?

When this trigger fires in Re:plain

Re:plain

New Contacts Form Submission in Re:plain

Triggers when a contacts form is submitted

Then this action happens in Pipedrive

Pipedrive

Create Person in Pipedrive

Creates a new person.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add contacts to Pipedrive from contacts form in Re:plain.

Part I

Configure Applications

First, we need to connect Re:plain and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Re:plain to Zapier.

    Connect Re:plain to Zapier.

    Give Zapier access to your Re:plain account, using Re:plain credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive 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 Re:plain

    Set up a Trigger action for Re:plain

    Choose the following trigger: New Contacts Form Submission (Triggers when a contacts form is submitted).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Person (Creates a new person.).

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 Re:plain and Pipedrive.

  • 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 Add contacts to Pipedrive from contacts form in Re:plain!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

    zapierautomateiopabbly-connectpipedreamiftttalbato
    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

    zapier
    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Re:plain

    New contacts form submission

    Triggers when a contacts form is submitted

    zapier
    triggerbyzapier
  • Re:plain

    New message

    Triggers when a new message is received in a conversation

    zapier
    triggerbyzapier
  • Re:plain

    Contact form is submitted

    Contact form is submitted

    integrately
    triggerbyintegrately
  • Re:plain

    New message is received

    New message is received

    integrately
    triggerbyintegrately

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