Pipedrive and HeyGen Integration

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Automatically generate personalized video messages with HeyGen when new deals reach specific stages in Pipedrive. Latenode’s visual editor and affordable pricing make it easier than ever to engage prospects with custom content. Scale effortlessly by bringing your own HeyGen API keys.

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Pipedrive

HeyGen

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and HeyGen

Create a New Scenario to Connect Pipedrive and HeyGen

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 HeyGen will be your first step. To do this, click "Choose an app," find Pipedrive or HeyGen, 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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Pipedrive

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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Connect Pipedrive

Sign In

Run node once

Add the HeyGen Node

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

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HeyGen

Authenticate HeyGen

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

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HeyGen

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Sign In

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Configure the Pipedrive and HeyGen 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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HeyGen Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Pipedrive and HeyGen 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, HeyGen, 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 HeyGen integration works as expected. Depending on your setup, data should flow between Pipedrive and HeyGen (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 HeyGen

Pipedrive + HeyGen + Slack: When a deal is won in Pipedrive, trigger HeyGen to generate a personalized video from a template. Then, send this video to the customer via a direct message in Slack.

Pipedrive + HeyGen + Gmail: When a new lead is created in Pipedrive, use HeyGen to generate a personalized sales video. Then, send an email via Gmail to the new lead containing this video.

Pipedrive and HeyGen 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 HeyGen

Use HeyGen in Latenode to automate personalized video creation. Generate videos from data (CRM leads, spreadsheets) and auto-post to social media or send via email. Create scalable workflows without code, use JS for fine-tuning, and track versions to manage video assets efficiently.

See how Latenode works

FAQ Pipedrive and HeyGen

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

To connect your Pipedrive account to HeyGen 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 HeyGen accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create personalized videos for new Pipedrive leads?

Yes, easily! Latenode lets you trigger HeyGen video creation upon new Pipedrive leads. This boosts engagement and provides a personalized experience, powered by Latenode's flexible automation.

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

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

  • Generate personalized welcome videos when a deal reaches a specific stage.
  • Automatically update Pipedrive deal notes with links to newly created HeyGen videos.
  • Send video summaries of Pipedrive reports to sales managers weekly.
  • Create personalized follow-up videos for contacts based on their Pipedrive activity.
  • Use AI in Latenode to tailor video scripts based on Pipedrive data.

HowsecureisPipedrivetransmissionofdatafromLatenode?

Latenode uses secure protocols for data transmission between Pipedrive and HeyGen, ensuring your information is encrypted and protected during workflow execution.

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

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

  • Complex video editing within HeyGen may require a separate HeyGen subscription.
  • Large-scale video generation may be subject to API rate limits of both Pipedrive and HeyGen.
  • Custom JavaScript functions for advanced video personalization require coding knowledge.

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