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How to connect Knack and Pipedrive
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Pipedrive will be your first step. To do this, click "Choose an app," find Knack or Pipedrive, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Pipedrive Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Pipedrive integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Pipedrive
Knack + Pipedrive + Slack: When a new entry is created in Knack, a corresponding lead is added to Pipedrive. A notification is then sent to a designated Slack channel informing the sales team about the new lead.
Pipedrive + Knack + Google Sheets: When a deal is closed in Pipedrive, the automation updates a specified Knack database with the deal's information and simultaneously records the deal's details in a Google Sheet for tracking and analysis.
Knack and Pipedrive integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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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See how Latenode works
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FAQ Knack and Pipedrive
How can I connect my Knack account to Pipedrive using Latenode?
To connect your Knack account to Pipedrive on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack 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 Knack entries?
Yes, you can! Latenode enables seamless automation to create deals in Pipedrive whenever new entries are added in Knack, saving time and ensuring leads are instantly captured.
What types of tasks can I perform by integrating Knack with Pipedrive?
Integrating Knack with Pipedrive allows you to perform various tasks, including:
- Creating new Pipedrive organizations from Knack company records.
- Updating Knack records when a deal stage changes in Pipedrive.
- Adding Knack contacts to Pipedrive as new leads automatically.
- Syncing product information between Knack and Pipedrive.
- Generating custom reports by combining data from both platforms.
Can I trigger workflows based on specific Knack field updates?
Yes, with Latenode's advanced filtering, workflows can trigger from specific Knack field updates, ensuring data relevance and precision.
Are there any limitations to the Knack and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time syncing depends on API rate limits of both Knack and Pipedrive.
- Custom field mappings require careful planning for optimal results.
