Pipedrive and Userback Integration

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Automatically create Pipedrive deals from new Userback feedback to convert user insights into sales opportunities. Latenode's visual editor and flexible API integrations make customizing the workflow to your exact needs simple and cost-effective.

Swap Apps

Pipedrive

Userback

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Userback

Create a New Scenario to Connect Pipedrive and Userback

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

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Run node once

Add the Userback Node

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

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Userback

Authenticate Userback

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

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Run node once

Configure the Pipedrive and Userback 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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The action ID

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Run node once

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

Pipedrive + Userback + Slack: When a deal reaches a specific stage in Pipedrive, automatically create feedback request in Userback and post a message in Slack to notify the team.

Userback + Pipedrive + Google Sheets: When new feedback is created in Userback, find the corresponding person in Pipedrive and add the feedback details to a Google Sheet for tracking and analysis.

Pipedrive and Userback 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 Userback

Use Userback in Latenode to automate feedback loops. Collect user feedback, then trigger actions based on sentiment or keywords. Route bug reports, feature requests, and support queries directly into your workflows. Close the loop faster and with greater accuracy than standalone solutions.

See how Latenode works

FAQ Pipedrive and Userback

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

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

Can I automate feedback collection after deal closure?

Yes, you can! Latenode's visual editor simplifies connecting Pipedrive and Userback. Automatically trigger feedback requests in Userback upon deal closure in Pipedrive, improving customer insights.

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

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

  • Create Userback feedback items when deals reach a specific stage in Pipedrive.
  • Update Pipedrive deal notes with new feedback received from Userback.
  • Trigger internal notifications when critical feedback is submitted via Userback.
  • Automatically tag Userback feedback items based on Pipedrive deal data.
  • Create Pipedrive activities to follow up on Userback feedback trends.

How can I use AI with my Pipedrive automations on Latenode?

Use Latenode's AI blocks to analyze Userback feedback and automatically categorize Pipedrive deals based on sentiment, enabling data-driven decisions.

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

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

  • Real-time synchronization depends on the API limits of Pipedrive and Userback.
  • Complex data transformations may require custom JavaScript code.
  • Historical data migration between the two platforms might require additional setup.

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