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How to connect Contacts+ and Pipedrive
Create a New Scenario to Connect Contacts+ and Pipedrive
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Pipedrive will be your first step. To do this, click "Choose an app," find Contacts+ or Pipedrive, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Pipedrive Node
Next, click the plus (+) icon on the Contacts+ node, select Pipedrive from the list of available apps, and choose the action you need from the list of nodes within Pipedrive.
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Authenticate Pipedrive
Now, click the Pipedrive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipedrive settings. Authentication allows you to use Pipedrive through Latenode.
Configure the Contacts+ and Pipedrive Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Contacts+ and Pipedrive Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, Pipedrive, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Contacts+ and Pipedrive integration works as expected. Depending on your setup, data should flow between Contacts+ and Pipedrive (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Pipedrive
Contacts+ + Pipedrive + Google Sheets: When a new contact is created in Contacts+, a corresponding person is created in Pipedrive. The details of the new contact are then logged in a Google Sheets spreadsheet.
Pipedrive + Contacts+ + Slack: When a deal is updated in Pipedrive, the corresponding contact in Contacts+ is updated with deal information. A notification is sent to a Slack channel to inform the sales team.
Contacts+ and Pipedrive integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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FAQ Contacts+ and Pipedrive
How can I connect my Contacts+ account to Pipedrive using Latenode?
To connect your Contacts+ account to Pipedrive on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Pipedrive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Pipedrive deals from new Contacts+ contacts?
Yes, you can! Latenode's visual editor simplifies this. Trigger workflows when new Contacts+ contacts are added, automatically creating corresponding deals in Pipedrive. Improve your sales pipeline efficiency.
What types of tasks can I perform by integrating Contacts+ with Pipedrive?
Integrating Contacts+ with Pipedrive allows you to perform various tasks, including:
- Syncing contact details between Contacts+ and Pipedrive automatically.
- Creating new Pipedrive organizations from Contacts+ contact groups.
- Updating contact information in both platforms in real time.
- Triggering email sequences in Pipedrive upon adding new Contacts+ contacts.
- Generating reports combining data from Contacts+ and Pipedrive.
Can I use JavaScript code to transform data between Contacts+ and Pipedrive?
Yes! Latenode allows custom JavaScript code within workflows, enabling complex data transformations and ensuring perfect data compatibility between Contacts+ and Pipedrive.
Are there any limitations to the Contacts+ and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex field mappings might need JavaScript for optimal results.
- Rate limits of Contacts+ and Pipedrive APIs still apply.
