Overloop integration with Pipedrive
How to Add new Overloop prospects to a Pipedrive pipeline as deals
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 "Add new Overloop prospects to a Pipedrive pipeline as deals" 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 Overloop integrations
Overloop actions
Nekton can use any feature that is available in Overloop API.
Using our advanced AI, you can easily create custom automations for Overloop.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a contact.
Create Organization
Create an organization.
Enroll Deal
Enroll a deal in a workflow.
Exclude Contact
Add a contact to the exclusion list.
Mark Deal as Won
Mark deal as won.
Search Email
Search an email.
About Overloop
Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.