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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0004243f01ed60a4d955/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From inside Pipedrive, go to the top right profile icon and click for options.</li>
 <li>Select Personal preferences.</li>
 <li>Go to Email sync from the left sidebar menu.</li>
 <li>Under Account, scroll down to find the Email tracking section.</li>
 <li>Simply toggle the tracking options as desired and your settings will be saved instantly.</li>
</ol>

How Activate Email Tracking In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0007243f01ed60a4d9af/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the three dotted icon for More on the left sidebar menu.</li>
 <li>Select Automations from the top.</li>
 <li>To create a new automation click on the + Automation button.</li>
 <li><ul><li>This will bring you to the automation flow page.</li><li>To begin, we set the trigger by to be by all users.</li></ul></li>
 <li>Click on the Trigger button and select "...any user".</li>
 <li>Now to set our trigger, we will be using a deal creation to be the trigger to create an activity. For this, we select the Deal as trigger.</li>
 <li>Select Deal created, since we want the activity to be created with a new deal.</li>
 <li>Click on Apply trigger from the bottom right.</li>
 <li>Once we have selected a tigger, we need to set the condition for when.</li>
 <li>You can set your own conditions but in this example we do a simple check to validate if the deal contains an email and Apply condition.</li>
 <li>Now that we have a trigger and a condition, click on the (+) icon to add an action.</li>
 <li>Select Action from the list of options.</li>
 <li>Since we wish to create an activity, select Activity.</li>
 <li>Select Create activity.</li>
 <li>Click Next.</li>
 <li>Select the fields you wish to add to the new activity and click on Next.</li>
 <li>Since this activity is being created on the basis of a deal being created. You can access the fields of the deal to populate the activity. Use the button on the side to make your selection.</li>
 <li>Select Deal.</li>
 <li>We set the type as Email for our activity.</li>
 <li>Choose when to schedule the activity.</li>
 <li>Set other fields as well using your own fields or the fields from the initial deal that was created.</li>
 <li>Such as the contact person for the deal.</li>
 <li>When done, click on Apply action.</li>
 <li>Now that your automation is ready, click on Save from the top right.</li>
 <li>Go back to the automation menu and verify your automation is set to Active. If not, simply click and enable.</li>
 <li>Now, if you create a deal new with a valid email. A new activity will automatically be created to email the person associated with the deal.</li>
 <li>This will be visible in the Activities tab.</li>
</ol>

How Can I Auto Create An Activity In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0009243f01ed60a4d9e6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li><ul><li>Note that you cannot change the default list on your teams account, however, you can share your own filter with them which allows them to quickly see the same columns as you do. </li><li>To begin, go to the type of items you wish to share a specific view of.</li></ul></li>
 <li>Go to the List view of your items, located at the top left for Deals.</li>
 <li>Open the filters menu from the top right button with a small filter icon and the current filter name.</li>
 <li>Go to the Filters tab.</li>
 <li>Either create a new filter or open options for a filter of your choice from the list.</li>
 <li>Ensure you set the visibility to Shared.</li>
 <li>And check the "Save selected columns..." box.</li>
 <li>Click on Save.</li>
 <li>Now, anyone you wish to share your personal view with can open their filter menu.</li>
 <li>And select the exact same filter to view the same items you do.</li>
</ol>

How Can I Change Default List Format For Pipedrive Team

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0012243f01ed60a4daa9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the items you wish to sort such as Deals.</li>
 <li>To view columns and sort items, choose the List view from the top left.</li>
 <li>To sort items in a single column, simply click on the heading to sort by ascending or descending order.</li>
 <li>To select and sort by multiple columns, press the SHIFT key and click on additional columns.</li>
 <li>This will allow you to select multiple columns at once, visible by their darkened highlighting.</li>
</ol>

How Can I Sort Columns In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a001a243f01ed60a4db71/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to and open the type of items you wish to view.</li>
 <li>To view columns and add new ones, enter the List viewing mode from by top left.</li>
 <li>Locate the small gear icon at the end of all headings on the right side. Click to view options.</li>
 <li>Notice two divisions of headings marked as Visible and Not Visible, you can customize and select which ones you would like to show up in the list view.</li>
 <li>Additionally, you can create and add a new column from the + Custom field option.</li>
 <li>Click on + Custom field and then select the type of item you wish to add a field for.</li>
 <li>Enter the name and type for the new field.</li>
 <li>Click on Save.</li>
 <li>By default, the new field created is visible. To customize and manage many columns, go to the gear icon again.</li>
 <li>Select and optimize the fields for the best viewing experience.</li>
 <li>You now know how to create, add and manage which columns show up in the list view.</li>
</ol>

How Do I Add A New Column To Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0023243f01ed60a4dc06/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the top right profile icon to view options.</li>
 <li>Go to Personal preferences.</li>
 <li>Go to the Billing section under Personal preferences.</li>
 <li>Scroll down to find the cancellation section.</li>
 <li>Locate and click on the Cancel my subscription option.</li>
 <li>Pick a reason and click on Continue to cancel.</li>
 <li>Fill the details as required and then proceed to confirm your choice by clicking on Cancel my plan.</li>
</ol>

How Do I Cancel My Pipedrive Account

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0026243f01ed60a4dc79/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the three dotted icon for More in the left sidebar menu.</li>
 <li>Pick any option to view the Tools and apps menu.</li>
 <li>Under Tools and apps, select Invoicing from the bottom.</li>
 <li>Locate the QuickBooks app listing and click on the View button.</li>
 <li>Click on the Install now button to add it to your Pipedrive account.</li>
 <li>Verify the permissions and click on Accept and install.</li>
 <li>A new credential authentication page will open. Enter your details to confirm.</li>
 <li>Once confirmed, QuickBooks will be integrated with your account and visible under Tools and apps within Marketplace apps. </li>
</ol>

How Do I Connect Pipedrive To QuickBooks

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a002b243f01ed60a4dd04/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your profile icon on the top right and click to view options.</li>
 <li>Click on Personal preferences.</li>
 <li>From the left menu, select Email sync.</li>
 <li>If you do not already have an email account set up, you will be prompted to do so.</li>
 <li>If you do have an email already set up, locate the Signatures section and click on + Add signature.</li>
 <li>Enter your signature name and details.</li>
 <li>When done, click on Save.</li>
 <li>You can now use the dropdown menu to switch between signatures.</li>
</ol>

How Do I Create My Email Signature In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0035243f01ed60a4dde4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the item you wish to follow such as a contact or deal.</li>
 <li>Click on the item to open its detailed view.</li>
 <li>On the top right, you will find a followers count with a drop down menu. Click to view options.</li>
 <li>You can choose to follow this item yourself or add other followers with sufficient permissions. Simply click on Start following to follow.</li>
 <li>If you wish to add others as followers, click on the + Add a follower option.</li>
 <li>Use the dropdown menu to select users.</li>
 <li>Click on their name to add.</li>
 <li>And you're done! Close the menu to view changes.</li>
 <li>Your follower count should be updated to account for the new people.</li>
</ol>

How Do I Follow Someone On Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0037243f01ed60a4de1e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to an entity type that contains the address field from the Contacts section in the left sidebar menu.</li>
 <li>Select Organizations.</li>
 <li>Open any organization you wish to view by clicking on the name.</li>
 <li>If it does not already have an address, click to edit the field and Add address.</li>
 <li>As you search, you will notice that google maps comes already integrated into every pipedrive tier and account by default.</li>
 <li>Click on a recommended address to select.</li>
 <li>When done, click on Save.</li>
 <li>If you visit the address field again, you will notice the address as a clickable item. </li>
 <li>Click to view.</li>
 <li>A google maps window will open up, showing you the location of the address.</li>
</ol>

How Do I Integrate Pipedrive With Google Maps

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0059243f01ed60a4e037/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From inside your phone app, go to the options menu from the bottom right dotted icon.</li>
 <li>Scroll down to find the Preferences section.</li>
 <li>Inside Preferences, locate the Calling section.</li>
 <li>Scroll down to find the Outgoing and Incoming sections and simply toggle the Logging options to yes.</li>
</ol>

How Do My Calls Log In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0121243f01ed60a4ed59/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the profile icon on the top right to view options.</li>
 <li>Select Personal preferences.</li>
 <li>Go to Email sync from the left sidebar menu.</li>
 <li>Either add or edit an existing signature.</li>
 <li>Click on the three dotted icon for more options and select Link.</li>
 <li>Now, use this feature to create a hyperlinked text that will lead your users to a URL that allows them to opt out of your emailing list.</li>
 <li>Click on Save.</li>
 <li><ul><li>Your link should now appear as part of your signature that can easily be added to your emails.</li><li>Please note that this is a manual method of adding an opt out using a link.</li><li>To automate this process and better manage it, consider using add-ons or third party tools such as Campaigns.</li></ul></li>
</ol>

How To Add A Email Opt Out In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01c8243f01ed60a4fa4e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the top right profile icon.</li>
 <li>Under Company overview, click on Manage users.</li>
 <li>Click on the Add user button with the + icon.</li>
 <li>Enter the email address of the user to invite them to Pipedrive.</li>
 <li>Once added, click on Preview to verify.</li>
 <li>Verify the permissions and other details or click on the user to modify.</li>
 <li>Make sure you have the correct permissions and features enabled for your user and then close the window.</li>
 <li>Click on the Invite user button to send an invitation for the user to join.</li>
 <li>You can track your current users status through the Invited and Active tabs.</li>
</ol>

How To Add A User On Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e42d673bd5aa8e60361/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the profile button at the top right corner.</li>
 <li>Click on the Company settings option.</li>
 <li>Under Company settings, locate and open the Lost reasons tab.</li>
 <li>Click on the + Lost reason button to add a new one.</li>
 <li>Enter your custom reason.</li>
 <li>Click on Save.</li>
 <li>You now have a new Lost reason you can use to track losses.</li>
 <li>Now, when you click on the Lost deal button from the detailed view.</li>
 <li>You will find your new reason listed as an option.</li>
</ol>

How To Add Lost Reason In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e7dd673bd5aa8e606b9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the profile icon at the top right corner.</li>
 <li>Select Company settings.</li>
 <li>Locate Data fields in the new left sidebar menu, under Company Settings.</li>
 <li>You can now pick which tab you wish to add a new data field to.</li>
 <li>Once selected, click on the + Custom field button to add.</li>
 <li>Enter the details for your new field.</li>
 <li>Click on Save when done.</li>
 <li>You should now have the new field visible in the list.</li>
 <li>You will notice the field appear inside the detailed view for the item.</li>
 <li>Click on the three dotted icon for more options.</li>
 <li>Select Customize fields.</li>
 <li>A new edit and delete option will appear, click on the Bin icon to delete this field. Note that you can also add a new field from here using the + Custom field button.</li>
 <li>You will be prompted with an overview of the field usage and information. Click on Delete to confirm your decision.</li>
 <li>You now know how to add and remove a custom field in Pipedrive.</li>
</ol>

How To Add Or Remove Field In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ea3d673bd5aa8e60a00/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Products tab from the left sidebar menu.</li>
 <li>Locate the + Product button on the top and click to add new.</li>
 <li>Enter the details for your new product.</li>
 <li>Click on Save at the bottom when done.</li>
 <li>You now have a new product added to your list.</li>
</ol>

How To Add Products In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f2cd673bd5aa8e61543/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the Deals tab in Pipedrive.</li>
 <li>Click on the deal you wish to add another contact to.</li>
 <li>This will open a detailed view of the deal. Locate the Participants section on the left area on this page.</li>
 <li>Click on the + icon to add a new participant to the deal. Note that Pipedrive does not allow you to add more than one primary contact. Instead, you can add multiple participants to any deal.</li>
 <li>Enter the name of a new contact or an already existing contact.</li>
 <li>If the person does not exist, you will be prompted to add it as a new person. Simply click on the appropriate option.</li>
 <li>You can further edit and add more information about your contact as you wish. Once done, simply close the window.</li>
 <li>You now have multiple contacts associated with your deal.</li>
</ol>

How To Add Two Contacts To One Deal Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fadd673bd5aa8e6229f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'Typeform'.</li>
 <li>Select 'New Entry' as the trigger event.</li>
 <li>Connect your Typeform account.</li>
 <li>Choose the Typeform form you want to use and click 'Continue'.</li>
 <li>Click 'Test trigger' to submit a test response in Typeform and let Zapier fetch the data to ensure it’s working correctly.</li>
 <li>Search for and select 'Pipedrive'.</li>
 <li>Select the action event.</li>
 <li>Log in to your Pipedrive account and grant Zapier access.</li>
 <li>Match the Typeform fields to the corresponding Pipedrive fields and click 'Continue'.</li>
 <li>Click 'Test test' to run a test to create a sample contact in Pipedrive.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Pipedrive Contact Creation from Typeform Leads with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2faed673bd5aa8e622d4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Select 'Gmail' as the trigger app.</li>
 <li>Click 'New Email' as the trigger event.</li>
 <li>Authorize Zapier to access your Gmail account.</li>
 <li>Select the label or mailbox and click 'Continue'.</li>
 <li></li>
 <li>Search and select 'Pipedrive' as the action app.</li>
 <li>Add an action for Pipedrive.</li>
 <li>Authorize Zapier to access your Pipedrive account by clicking the 'Allow and Install' button.</li>
 <li>Configure the action and click 'Continue'.</li>
 <li>Click 'Test step' to send a test email to your Gmail account matching the trigger criteria.</li>
 <li>Once testing is successful, click 'Publish' to turn on the zap to automate the workflow.</li>
</ol>

How to Automate Pipedrive Tasks from New Gmail Emails through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3036d673bd5aa8e62cf1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head to the Leads Inbox from the Leads tab.</li>
 <li>Use the selection boxes next to names to select bulk leads. Simply click to select or click on the top box to select all.</li>
 <li>Once you have a selection, a bulk edit window will open on the right. Locate the Labels heading.</li>
 <li>Click on the dropdown menu and select "Edit current value...".</li>
 <li>Use the new field to add a label to your selection in bulk.</li>
 <li>Once done, simply click on Update at the bottom right.</li>
 <li>You now know how to bulk add labels in Pipedrive.</li>
</ol>

How To Bulk Add Labels In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3040d673bd5aa8e62dd5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From the Deals tab in Pipedrive, go to the List view from the top left options.</li>
 <li>Once inside the List view, select the deals you wish to bulk move.</li>
 <li>Once you select the deals, a Bulk edit menu will appear on the right side, locate the Pipeline/Stage option.</li>
 <li>Select the Edit current value option.</li>
 <li>A new pipeline option will appear allowing you to select which stage to move these deals to.</li>
 <li>Click on the stage you wish to move these deals to.</li>
 <li>Click on Edit deals at the bottom.</li>
 <li>Confirm your choice.</li>
 <li>Go back to the Pipeline view to view changes.</li>
 <li>Your selected deals were bulk moved to a new stage.</li>
</ol>

How To Bulk Move Deals In A Pipedrive Pipeline

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30f0d673bd5aa8e63b64/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the top right profile icon to view options.</li>
 <li>Go to Personal preferences.</li>
 <li>Go to Email sync via the Personal preferences menu on the left.</li>
 <li>In order to change signatures, you can either edit the current one or create a new signature. To do so, click on the + Add signature button.</li>
 <li>Enter a name for this specific signature and enter the details below.</li>
 <li>When done, click on Save.</li>
 <li>You can now choose between your multiple signature options under Signatures.</li>
 <li>Additionally, you can also go to your Inbox.</li>
 <li>Compose an email using the + New email button.</li>
 <li>Locate the Select signature option at the bottom and click to view options.</li>
 <li>You can use these options to select a specific signature for this email.</li>
 <li>Verify your signature and click on Send to send email.</li>
</ol>

How To Change Email Signature In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30f9d673bd5aa8e63cc5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the type of item you wish to apply a filter on. This includes deals, leads, contacts, etc.</li>
 <li>On the top right, click on the button with a small filter icon or your username.</li>
 <li>Go to the Filters tab.</li>
 <li>You will find a few premade filters to use, or you can choose to create a new filter by clicking on + Add new filter.</li>
 <li>A new window will open allowing you to configure your filter with conditions.</li>
 <li>There are two main types of conditions to apply in filters. The first is ALL, where all conditions must be present in the items.</li>
 <li>The second type is ANY, where at least one condition must match.</li>
 <li>Configure your filter and click on Save.</li>
 <li>Your new filter will be applied and saved for future use.</li>
</ol>

How To Change Filters In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a322cab56e05a00fd5bd9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To begin editing stages, click on the Pencil Icon button next to the Pipeline name.</li>
 <li>Once inside the editing stage, the first step to changing a stage may be by simply creating a new stage. To do so, click on the + New stage button that is visible on the right.</li>
 <li>You may also add new stages by clicking on the (+) icon between stages.</li>
 <li>You can rename any stage name by changing the input field.</li>
 <li>Consider customizing other options as well such as Probability or Rotting time.</li>
 <li>Another way to change your sages in Pipedrive is to simply drag stages around to reorder them.</li>
 <li>Simply drag and drop your stage at the desired spot.</li>
 <li>To remove an existing stage, click on the Delete Stage button visible at the bottom of all stages.</li>
 <li>Confirm your choice by clicking on Delete Stage.</li>
 <li>You now know how to make changes to your stages in various ways such as new, delete and reorder!</li>
</ol>

How To Change Stages In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3275ab56e05a00fd617d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From the Pipeline view, click on any Deal you wish to change the value of.</li>
 <li>This will open a detailed view of the deal.</li>
 <li>Under Summary, locate the deal value next to a money icon. Hover and click on the small pencil icon that appears to edit this field.</li>
 <li>Enter the new value of the deal.</li>
 <li>Click on Save.</li>
 <li>Go back to the Pipeline view to see your changes reflected.</li>
 <li>Your Deal Value has been changed.</li>
</ol>

How To Change The Value Of A Deal In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3444ab56e05a00fd8ca8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Pipedrive' as your trigger app</li>
 <li>Click 'New Deal' as your trigger event.</li>
 <li>Connect your Pipedrive account.</li>
 <li>Click 'Test trigger' to ensure it pulls the correct sample data.</li>
 <li>In the 'Action' section, search for and select 'Slack'.</li>
 <li>Click 'Send Channel Message' as the action event. </li>
 <li>Connect and authorize your Slack account.</li>
 <li>Customize the action details in Slack and click 'Continue'.</li>
 <li>Click 'Test step' to ensure the message is sent correctly.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Pipedrive Deals to Slack for Sales Updates Using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3445ab56e05a00fd8cd9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Pipedrive' as your trigger app.</li>
 <li>Select 'New Deal' as the trigger event.</li>
 <li>Connect your Pipedrive account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'QuickBooks Online' as the action app.</li>
 <li>Select 'Create Invoice' as the action event.</li>
 <li>Connect your QuickBooks account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Connect Pipedrive to QuickBooks for Invoice Generation with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36edab56e05a00fdc089/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Leads tab from the left sidebar menu.</li>
 <li>Locate and open the Web Forms option.</li>
 <li>Note that you may be prompted to subscribe to this feature.</li>
 <li>Otherwise, simply click on the + Try Web Forms button.</li>
 <li>You will now have the option to pick from various templates. These can be edited later so pick the one you like best!</li>
 <li>Once selected, click on Create form.</li>
 <li>You will see a chart of all items in your form and plenty more options to customize your form. Feel free to explore.</li>
 <li>You can click on the (+) icons between items to add a new field.</li>
 <li>Select the type of field, name, etc. and click on Save.</li>
 <li>Once your ideal form is ready, click on Save at the top right.</li>
 <li>You now have an active web form in Pipedrive. If this was already embedded somewhere it should reflect the new changes.</li>
 <li>Or use the three dotted icon to view more options. Click on Share and embed.</li>
 <li>Copy the embed link or follow instructions for other methods.</li>
</ol>

How To Create A Form In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a377aab56e05a00fdcef5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From inside your Pipedrive dashboard, go to the Pipeline section from the left sidebar menu.</li>
 <li>On the top right, click on the Pipeline dropdown menu to view options.</li>
 <li>Click on + New pipeline.</li>
 <li>A new page will open up for you to configure the new pipeline and make changes. Starting with the name at the top.</li>
 <li>Configure any additional options you wish.</li>
 <li>Click on Save Changes when finished.</li>
 <li>You have created a new pipeline in Pipedrive.</li>
</ol>

How To Create A New Pipeline In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3898ab56e05a00fdead4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your Pipedrive dashboard, go to the dotted icon for More options.</li>
 <li>Select the Automations option at the top.</li>
 <li>Click on the + Automations button.</li>
 <li>You are now inside the automations page. You can create and modify custom workflows here.</li>
 <li>First, select a trigger for your workflow from the options on the right side. Each option has its own menu to pick from.</li>
 <li>Click on Apply trigger at the bottom right.</li>
 <li>Define the conditions to check for.</li>
 <li>Select the first parameter for your condition.</li>
 <li>Select a comparative condition.</li>
 <li>Select another parameter to compare with. Note that these parameters and condition are used together to evaluate whether or not the workflow will continue or stop.</li>
 <li>Click on the Apply condition button to confirm.</li>
 <li>Now that we have our initial trigger and the instant condition created. We can click on the (+) icon to create an action to be performed.</li>
 <li>Choose from the options a step you wish to add such as the Action option.</li>
 <li>Select the type of action.</li>
 <li>Followed by the subtype of the action.</li>
 <li>Click Apply.</li>
 <li>If required, go through the necessary steps for each type and click Next.</li>
 <li>Once you have filled out the necessary input fields, click on Apply action to confirm.</li>
 <li>Now, simply click on Save and you have created a trigger and an associated workflow in Pipedrive!</li>
</ol>

How To Create A Trigger In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a60ab56e05a00fe168c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the profile icon to view options.</li>
 <li>Select Personal preferences.</li>
 <li>Go to Email sync.</li>
 <li>Verify you have email sync enabled and active since it is required for creating email templates.</li>
 <li>If you do already have Email Sync connected, you should see different tabs and options. If so, move on to the next step.</li>
 <li>Go to the Inbox section in Pipedrive.</li>
 <li>Click on + New email to compose a new email.</li>
 <li>Once the compose window opens, you will notice a Choose template option below the subject line. Click on it to view templates or create a new one.</li>
 <li>From this list you choose or edit an already existing template for your mail or click on + Save draft as template to create your own.</li>
 <li>Enter a name for your template.</li>
 <li>Select Visibility, Private will make it so that only you will be able to use this template and Shared will allow your entire team to use the same template.</li>
 <li>Now, create your template by typing in your email content.</li>
 <li>A special feature that Pipedrive allows is Inserting fields in your templates. This allow you to set dynamic fields in the body that will take data from the connected deal or contact. Simply click to use.</li>
 <li>Select the field type followed by field name and click to insert.</li>
 <li>When your template is ready, click on Save on the bottom right.</li>
 <li>Click on the Choose template button again to see your custom template as an option.</li>
 <li>Click on the template to select.</li>
 <li>Your template will be inserted and is ready to be further edited, connected to deals, etc.</li>
</ol>

How To Create Templates In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3af5ab56e05a00fe21a0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Pipedrive account, go to the Contacts tab from the left sidebar menu.</li>
 <li>Go to the People tab.</li>
 <li>Select contacts you wish to delete by checking the boxes next to contact names.</li>
 <li>Once selected, go to the bin icon at the top and click to delete your selection.</li>
 <li>Confirm your choice by clicking on Delete.</li>
 <li>The selected contacts will be shortly deleted.</li>
</ol>

How To Delete A Contact On Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3af6ab56e05a00fe21b4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Deals tab from the left sidebar menu.</li>
 <li>Locate the deal you wish to delete and drag it.</li>
 <li>Drag your deal on to the Delete area.</li>
 <li>Confirm your choice by clicking on Delete deal.</li>
 <li>Your deal has been deleted.</li>
</ol>

How To Delete A Deal On Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b2aab56e05a00fe257d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From the Pipeline view in Pipedrive, click on the pencil icon to edit pipeline.</li>
 <li>Hover or click on any stage to select it.</li>
 <li>At the bottom of each stage is a Delete Stage button, simply click to delete.</li>
 <li>If your stage has existing deals you will be prompted to select if you wish to move them to another stage or delete them. Select the appropriate choice.</li>
 <li>Click on Delete Stage to confirm.</li>
 <li>Your stage has now been deleted, simply click on Save changes to save.</li>
 <li>Your desired stage has now been deleted from your pipeline.</li>
</ol>

How To Delete A Stage In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b4aab56e05a00fe27c3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Contacts tab from the left sidebar menu.</li>
 <li>Select the Organizations section.</li>
 <li>Select the organizations you wish to delete by checking the boxes next to the names.</li>
 <li>Click on the bin icon at the top to delete.</li>
 <li>Click on Delete to confirm.</li>
 <li>Your selection will be deleted shortly.</li>
</ol>

How To Delete An Organisation In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3daaab56e05a00fe5442/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Contacts tab from the left sidebar menu in Pipedrive.</li>
 <li>Click on the button with a small filter icon or username.</li>
 <li>Go to the filters tab or select the view based on the user.</li>
 <li>Use this menu to filter your contacts in a way you want.</li>
 <li>Once done, click on the three dotted icon on the top right for more options.</li>
 <li>Select "Export filter results...".</li>
 <li>Select the format in which you wish to export.</li>
 <li>Click on Export.</li>
 <li>Note that a long list may take some time to be ready to download.</li>
 <li>Once ready, simply click on Download and your export file will be saved on your system.</li>
</ol>

How To Export Contacts From Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3fabab56e05a00fe7a87/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To get started on importing data into Pipedrive, go to the three dotted icon for More from the left sidebar menu.</li>
 <li>Select the Import Data option.</li>
 <li>This will open up the Import Data page with instructions, guides and many options. The simplest way is to use the Upload spreadsheet button in the middle.</li>
 <li>Click on the button and select your file. If unsure, please refer to the Pipedrive documentation for the exact format and specifications of your files for your use case.</li>
 <li>Your file will be uploaded into Pipedrive.</li>
 <li>Once your file has finished uploading, Pipedrive will auto-detect and map file headers to data fields.</li>
 <li>You can fix errors and manually select new headers or fields.</li>
 <li>Or drag existing data fields from the right side to the correct spots.</li>
 <li>Verify that all your data is properly mapped.</li>
 <li>Click on Next to proceed.</li>
 <li>Preview and validate the data using the sample and then click on Next.</li>
 <li>Choose what you would like to do if duplicates are found.</li>
 <li>Once ready, click on Start import from the bottom right to begin importing.</li>
 <li>Your import will begin and may take a short while depending on the file size.</li>
 <li>Once your import is complete you will receive a summary and additional options such as Revert or add more.</li>
</ol>

How To Import Data Into Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a40c2ab56e05a00fe8f43/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Asana" in the search bar.</li>
 <li>Click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Click "Allow and Install."</li>
 <li>By following these steps, you can integrate Asana with Pipedrive, enabling seamless task management and collaboration across both platforms.</li>
</ol>

How to Integrate Pipedrive with Asana

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4213ab56e05a00fea93a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the left-side panel and click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Constant Contact' and select it from the recommended matches.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your active Constant Contact account.</li>
 <li>Subsequently, click 'Continue' to proceed further.</li>
 <li>Tap 'Test Trigger' to run your input.</li>
 <li>Select the record you wish to use, then click 'Continue With Selected Record'.</li>
 <li>Following that, search for 'Pipedrive' and choose it as the Action app.</li>
 <li>Next, click the drop-down menu and select the specific 'Action Event' you prefer to use.</li>
 <li>Click 'Sign In' afterwards, then log into your active Pipedrive account.</li>
 <li>Subsequently, set your preferred User and click 'Next'.</li>
 <li>Click 'Allow and Install' to accept the terms and grant the necessary permissions.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish the integration.</li>
 <li>After completing these steps, your Constant Contact account will be integrated with Pipedrive.</li>
</ol>

How to Integrate Constant Contact with Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a431dab56e05a00febd56/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Pipedrive" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>In the pop up, click Connect to Pipedrive.</li>
 <li>Login to your Pipedrive account.</li>
 <li>Grant the required access by hitting Allow and Install.</li>
 <li>Now that Pipedrive is connected Set up sync between HubSpot and Pipedrive.</li>
 <li>Select the direction of sync.</li>
 <li>And make sure to map your fields appropriately.</li>
 <li>You will find Pipedrive under your connected apps in App Marketplace.</li>
</ol>

Hubspot pipedrive integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a43a1ab56e05a00fec6a6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and click the 'Settings' icon.</li>
 <li>Select 'Integrations' from the list of options.</li>
 <li>Subsequently, click 'App Store' to proceed.</li>
 <li>Search for 'Pipedrive' and select it from the recommended matches.</li>
 <li>After that, click 'Install Now'.</li>
 <li>Tap the 'Authorize Access' option, then log into your active Pipedrive account.</li>
 <li>Finally, click 'Allow and Install' to accept the terms and grant the necessary permissions. In a minute or two, your Intercom account will be integrated with Pipedrive.</li>
</ol>

How to Integrate Intercom with Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4447ab56e05a00fed408/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Create'.</li>
 <li>Choose 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the actual integration process.</li>
 <li>Search for 'Excel' and then select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into the Microsoft account you wish to use.</li>
 <li>Once done, tap 'Continue' to proceed.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, tap 'Continue' to run your input and test the Trigger.</li>
 <li>Click 'Continue' one more time to proceed further.</li>
 <li>Following that, search for 'Pipedrive' and select it as the Action app.</li>
 <li>Next, tap the drop-down menu and choose the 'Action Event' you prefer to use.</li>
 <li>Click 'Sign In' afterwards, then log into your Pipedrive account.</li>
 <li>Subsequently, click 'Allow' and Install' to grant the necessary permissions.</li>
 <li>One by one, provide all the information needed to set up the Action.</li>
 <li>Once done, tap 'Continue' to publish the integration.</li>
 <li>After completing these steps, your Microsoft Excel worksheet will be integrated instantly with Pipedrive.</li>
</ol>

How to Integrate Microsoft Excel with Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a447bab56e05a00feda04/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your<a target="_blank" rel="noopener noreferrer nofollow" class="c6" href="https://www.google.com/url?q=http://make.com&amp;sa=D&amp;source=editors&amp;ust=1728630710282634&amp;usg=AOvVaw3yDY8oOO8TdsL5gVrKXFv8">&nbsp;</a><a target="_blank" rel="noopener noreferrer nofollow" href="http://Make.com">Make.com</a>&nbsp;dashboard, click on '+Create a new scenario'.</li>
 <li>In the scenario editor, click the add icon, search for 'Pipedrive' and click on it.</li>
 <li>Select a trigger event for Pipedrive, depending on what event you want to trigger this integration.</li>
 <li>Click 'Create a webhook'.</li>
 <li>Connect Make with Pipedrive by clicking the 'Create a connection' button.</li>
 <li>Click the drop-down arrow and select a connection type. </li>
 <li>Paste the API token of your Pipedrive account in the empty field. </li>
 <li>Click 'Save'.</li>
 <li>Add relevant details to your webhook and click 'Save'.</li>
 <li>After setting the trigger with Pipedrive, add a second module by clicking the add icon and click 'Microsoft Teams'.</li>
 <li>Select the action you want for Microsoft Teams.</li>
 <li>Set up the workflow to define how Pipedrive triggers should result in actions in Microsoft Teams and click 'OK'.</li>
 <li>After configuring both modules, run a test by clicking 'Run once' to ensure the integration works correctly.</li>
</ol>

How to Integrate Microsoft Teams with Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44eeab56e05a00fee765/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the top-right corner and click your 'Profile' icon.</li>
 <li>Select 'Personal Preferences' under ‘My Account.’</li>
 <li>Click ‘API’ to proceed.</li>
 <li>Click ‘Copy’ or ‘Generate new token’ and use it to integrate Pipedrive with other compatible apps or websites.</li>
</ol>

How to Integrate Pipedrive Using API

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44efab56e05a00fee789/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your ActiveCampaign homepage, click on "Apps" in the left-hand sidebar.</li>
 <li>Select "All Apps" then search for "Pipedrive."</li>
 <li></li>
 <li>Select "Pipedrive" to start the integration.</li>
 <li>Click "Import Data."</li>
 <li>Select on "Continue" to proceed.</li>
 <li>Customize the user selection and click "Next."</li>
 <li>Select "Allow and Install."</li>
 <li>Click "Continue" to import from Pipedrive.</li>
 <li>Customize and fill in the required fields then select "Continue."</li>
 <li>Modify and complete the necessary fields, then click "Continue."</li>
 <li>Type in the Import Name and the details and click "Finish."</li>
 <li>By following these steps, you can integrate Pipedrive with ActiveCampaign to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44f3ab56e05a00fee7bf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Airtable" as the action app.</li>
 <li>Choose an event under Airtable.</li>
 <li>Login to your Airtable account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Airtable, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Airtable

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44f5ab56e05a00fee7f5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Apollo" as the action app.</li>
 <li>Choose an event under Apollo.</li>
 <li>Login to your Apollo account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Apollo, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Apollo

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44f7ab56e05a00fee817/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Calendly" in the search bar.</li>
 <li>Find "Calendly”, then click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Customize the user selection and click "Next."</li>
 <li>Click "Allow and Install."</li>
 <li>By following these steps, you can integrate Pipedrive with Calendly to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Calendly

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44f9ab56e05a00fee849/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "ClickUp" as the action app.</li>
 <li>Choose an event under ClickUp.</li>
 <li>Login to your ClickUp account then click "Connect Workspace."</li>
 <li>After signing in, click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with ClickUp, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with ClickUp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44fbab56e05a00fee87b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger" and search for Pipedrive.</li>
 <li>Choose a trigger event, such as "New Deal" or "Deal Updated."</li>
 <li>Click "Sign in" to link your Pipedrive account.</li>
 <li>Click "Test trigger."</li>
 <li>Search for Confluence and select it as the action app.</li>
 <li>Choose an action event, such as "Create Page" or "Update Page."</li>
 <li>Connect your Confluence account and approve access.</li>
 <li>Choose the Confluence space and parent page where the deal info should appear.</li>
 <li>Run a test to verify everything works as expected.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

How to Integrate Pipedrive with Confluence

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44fcab56e05a00fee89c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Docusign" in the search bar.</li>
 <li>Click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Hit "Next" to continue.</li>
 <li>Select "Allow and Install."</li>
 <li>Click "Allow Access" to grant permission to Pipedrive.</li>
 <li>By following these steps, you can integrate Pipedrive with Docusign to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Docusign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44feab56e05a00fee8bc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Gmail" in the search bar.</li>
 <li>Click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Hit "Install" to integrate.</li>
 <li>Choose an account to continue to Pipedrive.</li>
 <li>Sign in with Google, then click "Continue" to proceed.</li>
 <li>Click "Allow" to grant Google access to Pipedrive</li>
 <li>By following these steps, you can integrate Pipedrive with Gmail to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Gmail

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44ffab56e05a00fee8ef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Google Ads" as the action app.</li>
 <li>Choose an event under Google Ads.</li>
 <li>Login to your Google Ads account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Google Ads, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Google Ads

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4502ab56e05a00fee92a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Google Analytics" as the action app.</li>
 <li>Choose an event under Google Analytics.</li>
 <li>Click "Allow" after signing in to your Google Account.</li>
 <li>Login to your Google Analytics account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Google Analytics, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Google Analytics

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4504ab56e05a00fee962/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Google Contacts" as the action app.</li>
 <li>Choose an event under Google Contacts.</li>
 <li>Login to your Google Contacts account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Google Contacts, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Google Contacts

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4506ab56e05a00fee99a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Google Sheets" as the action app.</li>
 <li>Choose an event under Google Sheet.</li>
 <li>Login to your Google Sheets account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Google Sheets, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Google Sheets

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4508ab56e05a00fee9d5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event, such as "New Activity," "New Deal," etc.</li>
 <li>Log in to your Pipedrive account.</li>
 <li>Select “Allow and Install” to continue.</li>
 <li>After signing in, click “Continue.”</li>
 <li>Click “Test trigger.”</li>
 <li>Select "Continue with selected record."</li>
 <li>Infusionsoft is now known as “Keap.” Search and select "Keap" as the action app.&nbsp;</li>
 <li>Choose an event under Keap.</li>
 <li>Log in to your Keap account, then click "Continue."</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Click "Publish" to complete the integration.</li>
 <li>By following these steps, you can integrate Pipedrive with Keap (formerly Infusionsoft) using Zapier to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Infusionsoft

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a450aab56e05a00fee9f9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Intercom homepage, click on "Integrate with other tools."</li>
 <li>Search for "Pipedrive" in the search bar.</li>
 <li>Click on “Pipedrive” to continue.</li>
 <li>Select "Install now."</li>
 <li>Click on "Authorize access."</li>
 <li>Select "Allow and Install."</li>
 <li>By following these steps, you can integrate Pipedrive with Intercom to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Intercom

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a450cab56e05a00feea20/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Jotform" in the search bar.</li>
 <li>Find "Jotform”, then click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Customize the user selection and click "Next."</li>
 <li>Click "Allow and Install."</li>
 <li>You will be redirected to Jotform. Click 'Integrations' in your dashboard, then select 'See more.'</li>
 <li></li>
 <li>Search for “Pipedrive” then click “Add to Form” to continue.</li>
 <li>Select a form that you like.</li>
 <li>Click "Authenticate" to proceed.</li>
 <li>Customize the user selection and click "Next."</li>
 <li>Click "Allow and Install."</li>
 <li>By following these steps, you can integrate Pipedrive with Jotform to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Jotform

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a450dab56e05a00feea43/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Lemlist" in the search bar.</li>
 <li>Find "Lemlist”, then click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Customize the user selection then click “Next.”</li>
 <li>Click "Allow and Install" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Lemlist, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Lemlist

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4510ab56e05a00feea78/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event, such as "New Activity," "New Deal," etc.</li>
 <li>Sign in to your Pipedrive account, grant Zapier access, and click "Allow and Install."</li>
 <li>After signing in, click “Continue.”</li>
 <li>Click “Test trigger.”</li>
 <li>Select "Continue with selected record."</li>
 <li>Search and select "LinkedIn" as the action app.</li>
 <li>Choose an event under LinkedIn.</li>
 <li>Log in to your LinkedIn account, then click "Continue."</li>
 <li>Select "Allow" to proceed.</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Click "Publish" to complete the integration.</li>
 <li>By following these steps, you can integrate Pipedrive with LinkedIn using Zapier to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Linkedin

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4512ab56e05a00feeaa2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Marketplace'.</li>
 <li>Enter 'Mailchimp' into the search bar, then click 'Search'.</li>
 <li>Find and click 'Mailchimp' from the search results. </li>
 <li>After that, tap 'Authorize'.</li>
 <li>Click 'Allow and Install' to agree with the terms and grant the necessary permission.</li>
 <li>Provide your Mailchimp user credentials and then click 'Log In' to proceed.</li>
 <li>Once again, click 'Allow' to authorize the integration request.</li>
 <li>After completing these steps, your Pipedrive account will be integrated instantly with Mailchimp.</li>
</ol>

How to Integrate Pipedrive with Mailchimp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4515ab56e05a00feead3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Outlook" as the action app.</li>
 <li>Choose an event under Outlook.</li>
 <li>Login to your Outlook account, then click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Click "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Outlook, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Outlook

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4517ab56e05a00feeaf4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Pandadoc" in the search bar.</li>
 <li>Find "Pandadoc”, then click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Customize the user selection then click “Next.”</li>
 <li>Click "Allow and Install" to complete the integration.</li>
 <li>By following these steps, you can integrate Pipedrive with Pandadoc to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Pandadoc

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4519ab56e05a00feeb2b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li></li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Salesforce" as the action app. It's a Pro app so you may need to buy a plan to use this integration.</li>
 <li>Choose an event under Salesforce.</li>
 <li>Select a Salesforce Environment to continue.</li>
 <li>Click "Yes, Continue to Salesforce."</li>
 <li>Login to your Salesforce account.&nbsp;</li>
 <li>Select "Allow."</li>
 <li>After signing in, click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Click "Publish" to complete the integration.</li>
</ol>

How to Integrate Pipedrive with Salesforce

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a451cab56e05a00feeb65/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Squarespace" as the action app.</li>
 <li>Choose an event under Squarespace</li>
 <li>Login to your Squarespace account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Squarespace, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Squarespace

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a451dab56e05a00feeb89/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Stripe" in the search bar.</li>
 <li>Find "Stripe for Pipedrive, then click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Click "Allow and Install."</li>
 <li>Sign in to proceed.</li>
 <li>Hit “Continue” to complete the integration.</li>
 <li>By following these steps, you can integrate Pipedrive with Stripe to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Stripe

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4520ab56e05a00feebc3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel and then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Pipedrive' and select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Pipedrive account.</li>
 <li>Subsequently, tap 'Allow and Install' to agree with the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to configure the Trigger.</li>
 <li>Once done, tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Click 'Continue' afterwards.</li>
 <li>Following that, find 'SurveyMonkey' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and pick the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards and then log into your SurveyMonkey account.</li>
 <li>Subsequently, specify the data center assigned to your SurveyMonkey account and then tap 'Yes, Continue to SurveyMonkey'.</li>
 <li>Click 'Authorize' afterwards to proceed.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Pipedrive account will be integrated with SurveyMonkey.</li>
</ol>

How to Integrate Pipedrive with SurveyMonkey

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4522ab56e05a00feebfe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Google Contacts" as the action app.</li>
 <li>Search and select "Twilio" as the action app.</li>
 <li>Login to your Twilio account then click "Continue."&nbsp;</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>After testing, select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with Twilio, boosting your content management and productivity.</li>
 <li><h2 style={{"textAlign": "center"}}>Add text</h2>Click here to add a description</li>
</ol>

How to Integrate Pipedrive with Twilio

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4523ab56e05a00feec24/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Typeform" in the search bar.</li>
 <li>Find "Typeform”, then click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>You will be redirected to Typeform. Click "Use this Integration" to continue.</li>
 <li>Select a typeform then hit "Connect."</li>
 <li>Login to your Pipedrive account.</li>
 <li>Click "Allow and Install" to complete the integration.</li>
 <li>By following these steps, you can integrate Pipedrive with Typeform to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Typeform

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4525ab56e05a00feec59/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "WebFlow" as the action app.</li>
 <li>Choose an event under WebFlow.</li>
 <li>Select "Authorize App" to grant access to WebFlow.</li>
 <li>After signing in to WebFlow, click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Select "Publish" to complete the integration.</li>
 <li>Completing these steps will integrate Pipedrive with WebFlow, boosting your content management and productivity.</li>
</ol>

How to Integrate Pipedrive with WebFlow

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4528ab56e05a00feec93/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Xero" as the action app. It's a Pro app so you may need to buy a plan to use this integration.</li>
 <li>Choose an event under Xero.</li>
 <li>Login to your Xero account, then click "Allow access."</li>
 <li>After signing in, click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Click "Publish" to complete the integration.</li>
</ol>

How to Integrate Pipedrive with Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a452aab56e05a00feece1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Set up 'Pipedrive' as your trigger.</li>
 <li>Select 'New activity' as a trigger event.</li>
 <li>Connect your Pipedrive account.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search for and select 'Zoom' as the action app.</li>
 <li>Choose 'Create Meeting' as the action.</li>
 <li>Connect your Zoom account.</li>
 <li>Configure the meeting details and click 'Continue'.</li>
 <li>Click 'Test step' to perform a test.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Integrate Pipedrive with Zoom for Sales Meetings via Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4529ab56e05a00feecb6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Marketplace'.</li>
 <li>Tap 'See All Apps in Marketplace' at the bottom-right corner.</li>
 <li>After that, search for 'Zoom' and then select 'Zoom Meetings' from the suggested results.</li>
 <li>Tap 'Install Now' to proceed.</li>
 <li>Configure the user selection settings and then click 'Next' afterwards.</li>
 <li>Tap 'Allow and Install' to agree with the terms and grant the necessary permission.</li>
 <li>Finally, click 'Allow' to finish and activate the integration of your Pipedrive and Zoom accounts.</li>
</ol>

How to Integrate Pipedrive with Zoom

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<h2>Guide</h2>

<ol>
 <li>Go to your Slack workspace. Click the '+Add apps' button.</li>
 <li>Search 'Pipedrive' in the search bar and click 'Add'.</li>
 <li>Click 'Add to Slack' and follow the prompts to install the app in your Slack workspace.</li>
 <li>You will be directed to Pipedrive site and click 'Try out our CRM integration for Slack'.</li>
 <li>Sign in to your Pipedrive account and go to 'Apps' located on the left side of the menu. Click the 'Install' button.</li>
 <li>Select 'All users'.</li>
 <li>Click 'Next' to proceed.</li>
 <li>Click the 'Allow and Install' option to grant access to your Slack workspace.</li>
 <li>Select 'Allow'.</li>
 <li>That's it! You have successfully integrated Slack with Pipedrive.</li>
</ol>

How to Integrate Slack with Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a46e1ab56e05a00ff1527/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the Marketplace section from the left sidebar menu.</li>
 <li>If not already visible below, simply enter and search for Trello.</li>
 <li>Click on the Trello search result to open.</li>
 <li>Click on Authorize.</li>
 <li>Before Trello opens up, you may be prompted to Sign in using your Trello account. Once done, you will arrive on the Trello Power-Ups page for Pipedrive. Click on Add Power-Up.</li>
 <li>Select the boards you wish to add this Power-Up to.</li>
 <li>Click on Add.</li>
 <li>You have now enabled a Power-Up in Trello but a few steps still remain. Click on the Go to board button to open your board.</li>
 <li>Inside your board, on the top, you will notice two distinct settings. Pipedrive and Power-Ups.</li>
 <li>First, click on Pipedrive Settings.</li>
 <li>This will open an Authorize window. Click on the button to authorize Pipedrive.</li>
 <li>Go through the required steps to authorize your Pipedrive account by clicking on Next.</li>
 <li>Click on Allow and Install.</li>
 <li>Click on Allow.</li>
 <li>Now that your Pipedrive account is authorized, proceed to linking your Trello account using the new button.</li>
 <li>Verify all permissions and scroll down.</li>
 <li>Click on Allow.</li>
 <li>Your setup is now complete but a few steps still remain! You may now close this window.</li>
 <li>Next, click on the Power-Ups option and select Pipedrive Settings.</li>
 <li>Under Pipedrive, select Edit Power-Up Settings.</li>
 <li>Select Auto Create Cards From Deals.</li>
 <li>A new window will open at the bottom.</li>
 <li>Configure as to when you want the deals to be created in Trello as cards. Then click Save.</li>
 <li>If you now go into Pipedrive and mark a deal as Won.</li>
 <li>The deal will be added as a card in Trello based on which conditions you chose.</li>
</ol>

How To Integrate Trello With Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a477bab56e05a00ff1f16/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Zendesk" in the search bar.</li>
 <li>Click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Hit ‘Next’ to to continue with the integration.</li>
 <li>Click "Allow and Install."</li>
 <li>Enter your Zendesk subdomain, then click 'Authenticate with Zendesk.'</li>
 <li>Select ‘Allow’ to complete the integration.</li>
</ol>

How to Integrate Zendesk with Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a490cab56e05a00ff3dd7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To easily find a contact, go to the Leads section from the left sidebar menu.</li>
 <li>Click on a lead to view details.</li>
 <li>Under Person, click on the phone number associated with the lead to make a call.</li>
 <li>Or, click on the call icon that appears on hover to initiate a call using the last method used.</li>
 <li>To pick another method to call, click on the down arrow button to view options.</li>
 <li>Configure your options and click on Start call to call. Happy talking!</li>
</ol>

How To Make Calls Using Pipedrive

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<h2>Guide</h2>

<ol>
 <li>Go to the three dotted icon in the left sidebar menu for More options.</li>
 <li>If you do not see the option to Merge duplicates, click on any visible item from the list.</li>
 <li>Selecting any other item will bring you to the Tools and apps menu, locate the Merge duplicates option under it and click.</li>
 <li>This option will display a list of all possible duplicates and allow you to review them. To verify, click on Preview.</li>
 <li>Confirm if you wish to merge then click on Merge.</li>
 <li>Confirm your choice by clicking on Merge once more.</li>
 <li>You can then open their detailed view to see the changes.</li>
 <li>Also note that from any detailed view, you can also manually merge contacts. To do so, go to the three dotted icon for more options on the top right (sometimes also located at the bottom).</li>
 <li>Select Merge.</li>
 <li>Choose a contact you wish to merge with manually.</li>
 <li>Choose which action to perform to resolve conflicts.</li>
 <li>Proceed to Preview and Merge same as previously.</li>
</ol>

How To Merge Contacts In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a49c5ab56e05a00ff4b91/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the Deals tab from the left sidebar menu.</li>
 <li>Locate the deal you wish to merge. Usually this is done for duplicates.</li>
 <li>Click on the deal you wish to merge with to open the detailed view.</li>
 <li>Click on the three dotted icon for more options at the top right.</li>
 <li>Select Merge.</li>
 <li>Use the search bar to look for the deal you wish to merge with the current one.</li>
 <li>Click on the appropriate result to select it.</li>
 <li>Verify the differences and pick the data you wish to keep in cases of conflict.</li>
 <li>Click on Preview.</li>
 <li>Verify the new merged preview and click on Merge to confirm.</li>
 <li>Your deals have been merged into one.</li>
</ol>

How To Merge Deals In Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a49dcab56e05a00ff4d52/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Trello" in the search bar.</li>
 <li>Click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>You will be redirected to your Trello. Click "Add Power-Up."</li>
 <li>Select the board from Trello that you want to integrate with Pipedrive.</li>
 <li>Click "Add."</li>
 <li>You've now activated a Power-Up in Trello, but a few more steps are required. Click the 'Go to board' to open your board.</li>
 <li>Click the Pipedrive icon on the dashboard.</li>
 <li>Select "Link Pipedrive Account."</li>
 <li>Click "Next" to proceed.</li>
 <li>Click "Allow and Install."</li>
 <li>Click again on "Link Trello Account" to finalize the integration.</li>
 <li>Select "Allow" to grant access to Pipedrive.</li>
 <li>By following these steps, you have now integrated Trello with Pipedrive.</li>
</ol>

How to Integrate Trello with Pipedrive

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b34ab56e05a00ff698c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Pipedrive' as your trigger app.</li>
 <li>Select 'New Deal' as your trigger event. </li>
 <li>Connect your Pipedrive account.</li>
 <li>Click 'Test trigger' to ensure it pulls the correct sample data from your Pipedrive account.</li>
 <li>In the 'Action' section, search for and select 'Google Sheets'.</li>
 <li>Select 'Create Spreadsheet Row' to add a new row for each deal.</li>
 <li>Connect your Google Sheets account.</li>
 <li>Select the specific spreadsheet and worksheet where the data will be recorded. Click 'Continue'.</li>
 <li>Click 'Test step' to test the Google Sheets action to ensure data from a sample deal in Pipedrive is added correctly to your spreadsheet.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Push Pipedrive Deal Data to Google Sheets Reporting Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4f5fab56e05a00ffb8aa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Pipedrive' as your trigger app</li>
 <li>Select 'New Person' as you trigger the event.</li>
 <li>Log in to your Pipedrive account and grant Zapier access.</li>
 <li>Hit 'Test trigger' to test the connection to fetch sample contact data from Pipedrive.</li>
 <li>Choose 'Mailchimp' as the action app.</li>
 <li>Select 'Add/Update Subscriber' to ensure new contacts are added and existing ones are updated.</li>
 <li>Log in to your Mailchimp account and grant Zapier access.</li>
 <li>Customize the action details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Sync Pipedrive Contacts with Mailchimp Audiences using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ff8ab56e05a00ffc7f0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Google Calendar' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Google Calendar account.</li>
 <li>Choose the specific calendar to monitor for events and click 'Continue'.</li>
 <li>Click 'Test trigger' to ensure Zapier detects sample event data.</li>
 <li>In the 'Action' section, search for and select 'Pipedrive'.</li>
 <li>Select an action event.</li>
 <li>Connect your Pipedrive account.</li>
 <li>Customize the action details in Pipedrive and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Trigger Pipedrive Activities from Google Calendar Events via Zapier

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