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How Zapier works
Zapier makes it easy to integrate Magento with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer" from Magento.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Magento and Pipedrive, automating your workflow.
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.
- New Customer
Triggers when Magento gets a new customer.
Try ItTriggerPolling - New Order
Triggers when Magento gets a new order.
Try ItTriggerPolling - EmailRequired
- First Name
- Last Name
- Password
- Website IDRequired
- Store ID
- Group ID
- Prefix
- Suffix
- Date Of Birth
- Tax or VAT number
- Gender
- Middle Name
ActionWrite- Order StatusRequired
- Order comment
- Email
- Optionally, include comments in email
- Order Item IDRequired
- Quantity
ActionWrite
- New Order
Triggers when Magento gets a new order (with line item support).
Try ItTriggerPolling - New Sales Order Credit Memo
Triggers when Magento gets a new sales order credit memo.
Try ItTriggerPolling - Order Increment IDRequired
- Order Status
- Order comment
- Notification Flag
ActionWrite- Activity filterRequired
Try ItTriggerPolling
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Frequently Asked Questions about Magento + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Magento and Pipedrive
How can I integrate Magento with Pipedrive?
Our integration allows you to connect Magento and Pipedrive seamlessly using triggers and actions. You can set up triggers in Magento, such as 'New Order' or 'Updated Customer,' that automatically perform actions in Pipedrive like 'Create Deal' or 'Update Contact.'
What are the most common triggers for Magento in this integration?
The most common triggers for Magento include 'New Order,' 'Order Updated,' and 'Customer Registered.' These events can kickstart workflows with corresponding actions in Pipedrive, such as creating deals or updating contact information.
Can I update existing records in Pipedrive using this integration?
Yes, you can. When a relevant event is triggered in Magento, such as an order update, we can execute an action to 'Update Deal' or 'Update Contact' within your existing Pipedrive records.
Do I need any coding skills to set up the integration between Magento and Pipedrive?
No coding skills are required to set up the integration. Our platform provides a user-friendly interface to configure the necessary triggers and actions between Magento and Pipedrive without writing any code.
How do I handle customer data synchronization between Magento and Pipedrive?
Customer data synchronization is managed through specific triggers in Magento, like ‘Customer Registered’ or ‘Customer Updated,’ which initiate actions like ‘Create Person’ or ‘Update Person’ in Pipedrive.
Are there any limitations on the number of integrations or workflows I can create between these two platforms?
There are generally no limitations on the number of integrations or workflows you can create between Magento and Pipedrive. However, it's essential to review your service plan for any specific restrictions that might apply.
What happens if there is an error during the integration process?
If an error occurs during the process, our system logs it automatically. You can review detailed logs to diagnose issues. Additionally, we provide error handling features where specific fallback actions can be configured if initial actions fail.