How to connect Pipedrive and Omnisend
Create a New Scenario to Connect Pipedrive and Omnisend
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 Omnisend will be your first step. To do this, click "Choose an app," find Pipedrive or Omnisend, 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 Omnisend Node
Next, click the plus (+) icon on the Pipedrive node, select Omnisend from the list of available apps, and choose the action you need from the list of nodes within Omnisend.


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Omnisend

Authenticate Omnisend
Now, click the Omnisend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Omnisend settings. Authentication allows you to use Omnisend through Latenode.
Configure the Pipedrive and Omnisend 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 Omnisend 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 donβt 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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AI Anthropic Claude 3
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Omnisend
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, Omnisend, 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 Omnisend integration works as expected. Depending on your setup, data should flow between Pipedrive and Omnisend (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 Omnisend
Pipedrive + Omnisend: When a deal is won in Pipedrive, trigger a targeted Facebook ad campaign via Omnisend to upsell related products by sending a custom event.
Omnisend + Pipedrive + Google Sheets: When a customer event happens in Omnisend, log the data in Google Sheets and update the lead score in Pipedrive.
Pipedrive and Omnisend 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.
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About Omnisend
Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.
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See how Latenode works
FAQ Pipedrive and Omnisend
How can I connect my Pipedrive account to Omnisend using Latenode?
To connect your Pipedrive account to Omnisend 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 Omnisend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll new Pipedrive contacts into Omnisend?
Yes, you can! Latenode automates contact synchronization, instantly adding Pipedrive leads to targeted Omnisend campaigns. Boost engagement and nurture leads with perfectly timed messaging.
What types of tasks can I perform by integrating Pipedrive with Omnisend?
Integrating Pipedrive with Omnisend allows you to perform various tasks, including:
- Create Omnisend contacts when deals reach a specific stage in Pipedrive.
- Send personalized email sequences based on Pipedrive deal properties.
- Update Pipedrive deal notes with Omnisend campaign engagement data.
- Trigger SMS campaigns in Omnisend for high-value Pipedrive opportunities.
- Segment Omnisend audiences based on Pipedrive contact information.
Can I use JavaScript to transform data between Pipedrive and Omnisend?
Yes! Latenode's JavaScript blocks allow you to transform and map data, ensuring seamless data transfer between Pipedrive and Omnisend, no matter the format.
Are there any limitations to the Pipedrive and Omnisend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time synchronization depends on the API request limits of both services.
- Custom field mappings may need adjustments as Pipedrive or Omnisend evolve.