Pipedrive and Creatomate Integration

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Automatically generate personalized videos from Pipedrive deal data with Creatomate. Latenode’s visual editor and affordable execution-based pricing makes dynamic video creation scalable and cost-effective for targeted outreach.

Swap Apps

Pipedrive

Creatomate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Creatomate

Create a New Scenario to Connect Pipedrive and Creatomate

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

Add the Pipedrive Node

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

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Configure the Pipedrive

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

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Run node once

Add the Creatomate Node

Next, click the plus (+) icon on the Pipedrive node, select Creatomate from the list of available apps, and choose the action you need from the list of nodes within Creatomate.

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Authenticate Creatomate

Now, click the Creatomate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Creatomate settings. Authentication allows you to use Creatomate through Latenode.

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Configure the Pipedrive and Creatomate 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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Run node once

Set Up the Pipedrive and Creatomate 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 Pipedrive, Creatomate, 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 Pipedrive and Creatomate integration works as expected. Depending on your setup, data should flow between Pipedrive and Creatomate (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Pipedrive and Creatomate

Pipedrive + Creatomate + Slack: When a new deal is created in Pipedrive, a personalized welcome video is generated using Creatomate and then shared in a designated Slack channel.

Google Sheets + Creatomate + Pipedrive: When a new row is added to a Google Sheet, Creatomate generates a personalized video using the contact information in that row. The video can then be added to the corresponding person in Pipedrive, either as a note or as a file.

Pipedrive and Creatomate integration alternatives

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.

About Creatomate

Automate video creation with Creatomate in Latenode. Generate personalized videos from data: product demos, social media content, or reports. Connect Creatomate to any data source and automate complex workflows with Latenode's visual editor, JavaScript support, and flexible API. Scale video production without manual effort.

See how Latenode works

FAQ Pipedrive and Creatomate

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

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

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Pipedrive and click on "Connect".
  • Authenticate your Pipedrive and Creatomate accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create personalized videos for new Pipedrive deals?

Yes, you can! Latenode’s visual editor makes it easy to trigger Creatomate video generation when a new deal enters Pipedrive, automating your sales outreach and boosting engagement.

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

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

  • Generate personalized welcome videos when a new lead is added to Pipedrive.
  • Create dynamic video reports based on deal stages in Pipedrive.
  • Automate the creation of promotional videos for new products listed in Pipedrive.
  • Produce client onboarding videos when a deal reaches the "won" stage in Pipedrive.
  • Generate custom video proposals for deals based on Pipedrive data.

How easily can I update Creatomate templates using Pipedrive data?

Latenode lets you map Pipedrive data to Creatomate templates effortlessly. Leverage data for dynamic video content.

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

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

  • Complex Creatomate templates might require more advanced configuration.
  • Rate limits on the Pipedrive API can affect high-volume data transfers.
  • Real-time video generation depends on Creatomate's processing capacity.

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