Pipelyne integration with Pipedrive
How to Create Pipedrive people from new Pipelyne leads
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 Pipedrive people from new Pipelyne leads" 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 Pipelyne integrations
Pipelyne actions
Nekton can use any feature that is available in Pipelyne API.
Using our advanced AI, you can easily create custom automations for Pipelyne.
Here are some typical actions you can do in your automated workflows.
New Lead
Triggers when a new lead completes a questionnaire
About Pipelyne
Pipelyne allows you to create questionnaires that will provide your leads with instant estimates, allowing you to generate high quality leads for your business.