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.
Categories
Re:plain and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in Re:plain
Triggers when a contacts form is submitted
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 contacts to Pipedrive from contacts form in Re:plain.
Part I
First, we need to connect Re:plain and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Re:plain to Zapier.
Give Zapier access to your Re:plain account, using Re:plain 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 Re:plain
Choose the following trigger: New Contacts Form Submission (Triggers when a contacts form is submitted).
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 Re:plain 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 contacts to Pipedrive from contacts form in Re:plain!
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.
Triggers when a contacts form is submitted
Triggers when a new message is received in a conversation
Contact form is submitted
New message is received
Pipedrive alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.