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How Zapier works

Zapier makes it easy to integrate Instantly with Pipedrive - no code necessary. See how you can get setup in minutes.

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Help
Instantly logo
Instantly
Instantly logo
Instantly
1. Choose trigger event
Pipedrive logo
Pipedrive
Pipedrive logo
Pipedrive
2. Choose action
Instantly logo
1. Select the event
Setup
Test
Instantly logo
Instantly
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Instantly.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Instantly and Pipedrive, automating your workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Instantly + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and Pipedrive

How can I integrate Instantly with Pipedrive?

To integrate Instantly with Pipedrive, we use triggers and actions to automate your workflows. You'll need to create or set up a new workflow, select Pipedrive as the trigger app and event, and choose Instantly as the action app. This allows the two applications to communicate and automate processes efficiently.

What triggers are available in Pipedrive for integration?

In our system, Pipedrive offers several triggers for integration, such as 'New Deal', 'Deal Updated', or 'New Person'. These triggers initiate actions in Instantly based on events occurring within your Pipedrive account.

What actions can be performed in Instantly when integrated with Pipedrive?

When integrated with Pipedrive, Instantly can perform actions such as creating new contacts, updating existing records, or sending automated follow-up emails based on specific trigger criteria defined in your integration setup.

Do I need technical skills to set up an integration between Instantly and Pipedrive?

No technical skills are needed to set up the integration between Instantly and Pipedrive. Our user-friendly interface guides you through each step of the setup process. You'll choose from predefined triggers and actions that match your workflow needs.

Can I customize the integration settings between Instantly and Pipedrive?

Yes, you have the flexibility to customize how data is transferred between Instantly and Pipedrive by selecting specific fields you want to map or filter based on pre-defined conditions. This customization helps tailor the workflow precisely to your business needs.

Is it possible to use multiple triggers in a single integration flow?

Currently, each integration flow supports a single trigger event; however, you can create multiple separate workflows if your process requires handling different trigger events from Pipedrive into Instantly.

How can I ensure data accuracy during synchronization between Instantly and Pipedrive?

Data accuracy is maintained by rigorously mapping fields correctly during setup. Our platform includes validation checks that help ensure information is both correctly formatted and synchronized across both platforms without loss or duplication.

Practical ways you can use Instantly and Pipedrive

Assign new leads to sales teams.

When a new lead is detected in Instantly, Zapier automatically creates a person in Pipedrive and assigns it to a specific sales team member, ensuring quick follow-up. This reduces response time and ensures no opportunity is missed due to manual oversight.

Business Owner
Add subscribers to an outreach campaign.

When a new person is added in Pipedrive, Zapier automatically adds them to a specific outreach campaign in Instantly. This ensures your marketing efforts remain synchronized and your campaigns stay updated without manual effort.

Marketing & Marketing Ops
Update lead statuses based on deal creation.

When a new deal is created in Pipedrive, Zapier updates the lead's status in Instantly. This helps sales teams track pipeline progress and gives visibility into lead conversion, improving their operational efficiency.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Campaign
    • Event Type
    Trigger
    Instant
    Try It
    • Campaign
      Required
    • Tag
      Required
    Action
    Write
    • Campaign
      Required
    • Ignore if lead exists in other campaigns
    • Launch campaign if it is paused or completed
    • Email address
      Required
    • First Name
    • Last Name
    • Company Name
    • Personalization
    • Custom Variables
    Action
    Write
    • Campaign
      Required
    • Email address
      Required
    Action
    Write
    • Email accounts
      Required
    • Tag
      Required
    Action
    Write
    • Email or domain
      Required
    Action
    Write
    • Tag Label
      Required
    • Tag Description
    Action
    Write
    • Email accounts
      Required
    • Tag
      Required
    Action
    Write

Learn how to automate Instantly on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

instantly logo
instantly logo
About Instantly
Instantly is an email automation platform that helps scale outreach campaigns.
Related categories
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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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