Pipedrive and Soax Integration

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Enrich Pipedrive leads with Soax data using Latenode's visual editor for precise targeting. Automate data validation and lead scoring with custom JavaScript functions, scaling your outreach affordably by paying only for execution time.

Swap Apps

Pipedrive

Soax

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Soax

Create a New Scenario to Connect Pipedrive and Soax

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 Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or Soax will be your first step. To do this, click "Choose an app," find Pipedrive or Soax, 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
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Run node once

Add the Soax Node

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

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Authenticate Soax

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

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Connect Soax

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Run node once

Configure the Pipedrive and Soax 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 Soax

Soax Oauth 2.0

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The action ID

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Run node once

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

Pipedrive + Soax + Slack: When a new lead is added to Pipedrive, enrich it with data from Soax's Google Search, then notify the sales team in Slack about the new lead and its enriched data.

Pipedrive + Soax + Google Sheets: When a deal is updated in Pipedrive, the automation will enrich the contact data associated with the deal using Soax, and then log this enriched data into a Google Sheet for analysis.

Pipedrive and Soax 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 Soax

Use Soax proxies in Latenode for reliable data extraction and automation that avoids blocks. Integrate Soax into your Latenode workflows to scrape websites, automate social media tasks, or monitor pricing changes without IP restrictions. Scale your data gathering processes using Latenode's visual editor and scheduling tools for consistent, error-free performance.

See how Latenode works

FAQ Pipedrive and Soax

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

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

Can I enrich Pipedrive leads with Soax data automatically?

Yes, you can! Latenode allows automated lead enrichment, triggering updates in Pipedrive based on Soax data. Benefit from improved data accuracy and streamlined sales processes.

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

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

  • Automatically verifying contact details in Pipedrive using Soax data.
  • Triggering Soax proxy rotation upon new deal creation in Pipedrive.
  • Updating Pipedrive deals with location data obtained via Soax.
  • Monitoring competitor activity via Soax and logging it in Pipedrive notes.
  • Creating Pipedrive leads from successful Soax-verified outreach campaigns.

How do I handle Pipedrive API rate limits within Latenode workflows?

Latenode's advanced flow control allows you to implement automated rate limiting, preventing Pipedrive API throttling with queue management and error handling.

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

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

  • The integration relies on the Pipedrive and Soax APIs, and any changes to these APIs may affect functionality.
  • Complex workflows with high data volumes might require optimization to avoid performance bottlenecks.
  • Custom fields in Pipedrive need to be configured correctly for data mapping to work seamlessly with Soax.

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