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How to connect Lark and Pipedrive
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Pipedrive will be your first step. To do this, click "Choose an app," find Lark or Pipedrive, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the Pipedrive Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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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Save and Activate the Scenario
After configuring Lark, 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 Lark and Pipedrive integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Pipedrive
Lark + Pipedrive + Zoom: When a new message is received in a Lark group chat, search Pipedrive for deals related to the message content. If a deal is found, create a Zoom meeting and send the meeting details back to the Lark group chat.
Pipedrive + Lark + Google Sheets: When a new deal is created in Pipedrive, log the deal details in a Google Sheet. Then, send a message to a specified Lark group chat to notify the team about the new deal.
Lark and Pipedrive integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and Pipedrive
How can I connect my Lark account to Pipedrive using Latenode?
To connect your Lark account to Pipedrive on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark 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 Lark messages?
Yes, you can! Latenode lets you create automated workflows that trigger deal creation in Pipedrive directly from Lark messages. Boost your sales process and save time with this powerful integration.
What types of tasks can I perform by integrating Lark with Pipedrive?
Integrating Lark with Pipedrive allows you to perform various tasks, including:
- Create new Pipedrive deals from summarized Lark discussion content using AI.
- Update Pipedrive deal stages based on Lark channel activity.
- Send Lark notifications when a Pipedrive deal reaches a certain stage.
- Log Lark meeting notes directly into Pipedrive deal records.
- Automatically create new Pipedrive contacts from Lark user profiles.
HowdoIhandlelargefilesfromLarkwhenupdatingPipedrive records?
Latenode efficiently manages large files using its parsing tools and Headless Node for browser automation ensuring data integrity and smooth workflows.
Are there any limitations to the Lark and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both Lark and Pipedrive.
- Complex data transformations may require JavaScript knowledge.
- File size limits are subject to Pipedrive's upload restrictions.
