Advanced Pipedrive Automations for Your Business
We integrate Pipedrive with your essential tools through custom API solutions. Our automations save time, reduce manual tasks, and improve efficiency, whether it’s managing sales funnels, automating communication, or invoicing.
Forms Automation
Efficient lead capture is the cornerstone of any successful sales strategy. We automate the transfer of form data from various platforms into Pipedrive, ensuring nothing falls through the cracks.
Website Forms
- Supported platforms include Contact Form 7, JotForm, Gravity Forms, Typeform, and more.
- Automatically route form submissions into Pipedrive as leads, deals, or contacts, categorized by product type, urgency, or source.
- Deduplicate entries to maintain a clean and accurate CRM database.
Facebook Lead Ads
- Capture leads from Facebook ads and sync them instantly into Pipedrive with campaign details for accurate performance tracking.
- Automatically trigger workflows, like sending thank-you emails or assigning leads to sales reps, based on form submissions.
Example: A user fills out a form on a Facebook ad campaign for a free consultation. Their contact details are logged in Pipedrive
Google Ads to Landing Pages
- Integrate landing page forms into Pipedrive, ensuring leads are captured, categorized, and assigned seamlessly.
- Track UTM parameters, keywords, and campaign performance directly within Pipedrive.
Example: A lead fills out a Typeform on your landing page after clicking a Google ad. Their details are added to Pipedrive, tagged with the campaign keyword, and a demo invitation is sent automatically.
Sales Funnel and Membership Automation
Sales Funnel and Membership Automation
Platforms like ClickFunnels and Kajabi are indispensable for businesses managing sales funnels or memberships. We integrate these tools into Pipedrive to streamline your workflows.
- Form Data Sync: Automatically push customer data from ClickFunnels sales funnels or Kajabi membership sign-ups into Pipedrive as contacts, leads, or deals.
- Payment Tracking: Record transactions and membership subscriptions in Pipedrive for centralized tracking.
- Workflow Triggers: Create follow-up tasks or send onboarding emails when a purchase or sign-up occurs.
Example: A customer purchases an online course via Kajabi. Their payment is logged in Pipedrive, and the deal progresses to the “Onboarding” stage. Simultaneously, an onboarding email sequence is triggered.
Scheduling Automation
Scheduling Automation
Ensure every meeting, demo, and consultation is properly tracked in Pipedrive with integrations for scheduling tools like Calendly and OnceHub.
Sync scheduled meetings into Pipedrive as activities linked to relevant deals or contacts.
Avoid duplicate entries and ensure clean data syncing by checking existing records.
Automatically update deal stages and create follow-up tasks after meetings.
Example: A prospect books a discovery call through OnceHub. The meeting is added to Pipedrive as an activity, the assigned salesperson is notified, and a task is created for post-call follow-up.
SMS Automation
Automating SMS communication with tools like JustCall ensures consistent, timely engagement with your prospects and customers.
- Automatically send SMS notifications for deal stage updates, appointment reminders, or overdue follow-ups.
- Log all SMS interactions, including multimedia messages, in Pipedrive for centralized tracking.
- Set up bulk SMS campaigns for promotions or announcements and monitor response rates.
Autodialer Automations
Improve your call management process by integrating autodialer tools with Pipedrive. These automations simplify outreach by dynamically syncing contact lists.
- Callback List Sync: Automatically add flagged contacts, such as “Interested” or “Follow-Up Needed,” to autodialer lists.
- Dynamic Calling Sequences: Organize call lists based on deal stages, ensuring targeted outreach.
- Activity Logging: Record call outcomes and follow-up tasks in Pipedrive.
Accounting Automation
Accounting Automation
Integrating tools like QuickBooks and Xero with Pipedrive ensures seamless financial processes.
Automatically create or update customer records in accounting tools when deals close.
Generate invoices directly from deal details and track payments in Pipedrive.
Trigger workflows for overdue payments or create thank-you tasks after payments are received.
Example: When a deal is marked “Won,” an invoice is generated in QuickBooks, and the payment is tracked in Pipedrive. A follow-up task is created to check for payment within 7 days.
Proposals, E-Sign, and Invoices Automation
Proposals, E-Sign, and Invoices Automation
Streamline document workflows with tools like PandaDocs and Qwilr integrated into Pipedrive.
Automatically generate proposals or contracts when deals enter specific stages.
Track document status (e.g., viewed, signed) and update deal stages accordingly.
Sync signed documents and invoices directly to Pipedrive for easy access.
Example: A proposal is sent via PandaDocs at the “Proposal” stage. Once signed, the deal moves to “Closed – Won,” and an invoice is automatically created in Xero.
Email Parser Automation
Email Parser Automation
Extract and process data from incoming emails to create or update records in Pipedrive.
Parse structured email data such as contact details, inquiries, or order confirmations.
Automatically create tasks or follow-up reminders based on parsed content.
Example: An email inquiry with client details is parsed to create a new lead in Pipedrive, tagged with urgency, and assigned to the appropriate sales rep.
Payment Gateways Automation
Integrate payment tools like Stripe with Pipedrive to simplify transaction management.
Generate payment links or subscriptions when deals reach specific stages.
Track payments in Pipedrive and update deal stages upon completion.
Trigger follow-ups for failed or pending payments.
Example: A payment link is automatically sent when a deal reaches the “Payment Pending” stage. Once paid, the deal moves to “Closed – Won,” and onboarding begins.
Which automations provide the biggest time savings in Pipedrive?
Form-to-Pipedrive automations, Calendly meeting sync, and SMS automations that push data directly into your CRM save the most time. Automated follow-up sequences and lead assignment rules typically save 5–10 hours per week per rep. We focus on automations that eliminate manual data entry and ensure nothing falls through the cracks.
Can Pipedrive automations work with our existing tools?
Yes, we integrate Pipedrive with 100+ tools including Slack, QuickBooks, Calendly, Typeform, and Microsoft 365. If native integrations don’t exist, we build custom solutions using Zapier, Make, or the Pipedrive API.
How complex can Pipedrive automations get?
We’ve built multi-step automations with conditional logic, parallel workflows, and cross-system triggers. Examples include automated commission calculations, complex lead scoring models, and multi-touch nurture campaigns. If you can define the logic, we can build it.
Will automations make our sales process feel robotic?
Good automation enhances personalization, not reduces it. We design automations that handle repetitive tasks so your team can focus on meaningful customer interactions. Automated doesn’t mean impersonal when done right.
How do you test automations before going live?
We use sandbox environments and test scenarios covering edge cases and error conditions. Every automation goes through QA testing with your real-world examples before deployment. We also implement gradual rollouts to catch any issues early.