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Sync Pipedrive deals to Lark for team-wide visibility. Latenode's visual editor simplifies complex updates, while affordable execution-based pricing lets you scale notifications without cost concerns. Use JavaScript for advanced field mappings.
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Create a New Scenario to Connect Pipedrive and Lark
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Lark will be your first step. To do this, click "Choose an app," find Pipedrive or Lark, 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.
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.
Add the Lark Node
Next, click the plus (+) icon on the Pipedrive node, select Lark from the list of available apps, and choose the action you need from the list of nodes within Lark.
Pipedrive
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Lark
Authenticate Lark
Now, click the Lark node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lark settings. Authentication allows you to use Lark through Latenode.
Configure the Pipedrive and Lark 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 Pipedrive and Lark Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Lark
Trigger on Webhook
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Pipedrive
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pipedrive, Lark, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Pipedrive and Lark integration works as expected. Depending on your setup, data should flow between Pipedrive and Lark (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipedrive + Lark + Google Sheets: When a lead is updated in Pipedrive, a message is sent to a Lark group chat to notify the team. The lead's information and the update details are then logged in a Google Sheet.
Lark + Pipedrive + Zoom: When a calendar event is created in Lark, a new deal is created in Pipedrive using details from the event. Subsequently, a Zoom meeting is scheduled, using information from both the Lark event and the Pipedrive deal.
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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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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How can I connect my Pipedrive account to Lark using Latenode?
To connect your Pipedrive account to Lark on Latenode, follow these steps:
Can I automatically send Pipedrive deal updates to a Lark group?
Yes, you can! With Latenode, set up a workflow to trigger Lark messages on deal stage changes in Pipedrive. Keep your team instantly informed without manual updates, using our visual editor.
What types of tasks can I perform by integrating Pipedrive with Lark?
Integrating Pipedrive with Lark allows you to perform various tasks, including:
What Pipedrive data can I access and use within Latenode workflows?
You can access and utilize all standard Pipedrive data including deals, contacts, organizations, activities, and pipelines. Custom fields are also fully supported in Latenode.
Are there any limitations to the Pipedrive and Lark integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: