How to Integrate Pipedrive with Infusionsoft



Guide

  1. Log in to Zapier, click on "Create," and then select "Zaps" to get started.

  2. Click "Trigger" to proceed.

  3. Search for "Pipedrive" to set it as Trigger App.

  4. Choose a trigger event, such as "New Activity," "New Deal," etc.

  5. Log in to your Pipedrive account.

  6. Select “Allow and Install” to continue.

  7. After signing in, click “Continue.”

  8. Click “Test trigger.”

  9. Select "Continue with selected record."

  10. Infusionsoft is now known as “Keap.” Search and select "Keap" as the action app. 

  11. Choose an event under Keap.

  12. Log in to your Keap account, then click "Continue."

  13. Complete and customize the required fields, then select "Continue."

  14. Click “Test step.”

  15. Click "Publish" to complete the integration.

  16. By following these steps, you can integrate Pipedrive with Keap (formerly Infusionsoft) using Zapier to enhance content management and productivity.

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