Pipedrive integration with Endorsal
How to Create Endorsal contacts from new people in Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Endorsal contacts from new people in Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Endorsal integrations
Endorsal actions
Nekton can use any feature that is available in Endorsal API.
Using our advanced AI, you can easily create custom automations for Endorsal.
Here are some typical actions you can do in your automated workflows.
Create a SuperLink
Create a unique SuperLink based customer data of your choice.
Create a New Contact
Creates a new contact to send a testimonial request to.
Submit a New Testimonial
Automatically submit a new testimonial to Endorsal.
New Testimonial Submission
Triggers when a new testimonial is submitted to your property.
About Endorsal
Endorsal fully automates the collection and display of testimonials & reviews, boosting social proof on autopilot.