NoCRM and Pipedrive Integration

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Sync leads between NoCRM and Pipedrive, ensuring seamless handoffs. Latenode's visual editor simplifies mapping custom fields. Scale automations affordably with pay-per-execution pricing and advanced JS customization.

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NoCRM

Pipedrive

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Pipedrive

Create a New Scenario to Connect NoCRM and Pipedrive

In the workspace, click the β€œCreate 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Pipedrive will be your first step. To do this, click "Choose an app," find NoCRM or Pipedrive, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

Select the NoCRM node from the app selection panel on the right.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect NoCRM

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Run node once

Add the Pipedrive Node

Next, click the plus (+) icon on the NoCRM 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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Pipedrive

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.

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Connect Pipedrive

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Run node once

Configure the NoCRM 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.

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Connect Pipedrive

Pipedrive Oauth 2.0

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The action ID

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Run node once

Set Up the NoCRM 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 NoCRM, 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 β€œRun once” and triggering an event to check if the NoCRM and Pipedrive integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Pipedrive

Pipedrive + Slack: When a deal is updated to a closed status in Pipedrive, a congratulatory message is sent to a specified Slack channel.

NoCRM + Pipedrive + Google Sheets: When a new lead is created in NoCRM, its data is added as a new row in a Google Sheet. When a deal related to that lead is updated in Pipedrive, the Google Sheet row is updated with the deal outcome.

NoCRM and Pipedrive integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

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.

See how Latenode works

FAQ NoCRM and Pipedrive

How can I connect my NoCRM account to Pipedrive using Latenode?

To connect your NoCRM account to Pipedrive on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM 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 NoCRM leads?

Yes, you can! Latenode's visual editor simplifies this automation. Automatically create deals in Pipedrive, ensuring no leads are missed, and streamline your sales process.

What types of tasks can I perform by integrating NoCRM with Pipedrive?

Integrating NoCRM with Pipedrive allows you to perform various tasks, including:

  • Create new Pipedrive deals from qualified NoCRM leads.
  • Update NoCRM leads when related Pipedrive deals change stages.
  • Synchronize contact information between NoCRM and Pipedrive.
  • Trigger custom notifications for key sales events in both platforms.
  • Generate reports combining data from NoCRM and Pipedrive.

Can I use custom fields from NoCRM in my Latenode Pipedrive automations?

Yes, Latenode supports custom fields. Map and utilize your specific NoCRM fields within Pipedrive workflows for tailored automations.

Are there any limitations to the NoCRM and Pipedrive integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data synchronization may require manual setup.
  • Complex custom field mappings need careful configuration.
  • High data volumes can impact workflow execution speed.

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