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Pipedrive + SegMetrics

Pipedrive + SegMetrics

Pipedrive + SegMetrics integrations

Add or update SegMetrics orders when new Pipedrive deals match filters

Effortlessly keep track of your Pipedrive deals and SegMetrics orders with this streamlined workflow. Whenever a deal matches a specified filter in Pipedrive, an order will be added or updated in SegMetrics. This way, you can stay organized and ensure that your sales and marketing data remains up-to-date across both platforms, saving you time and enhancing your efficiency.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Add or Update an Order
    Add or Update an Order
    Add or Update an OrderAdd an invoice or purchase for an existing contact.
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More things you can do with Pipedrive and SegMetrics

Discover other triggers and actions you can use with Pipedrive and SegMetrics

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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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About SegMetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
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