RollWorks integration with Pipedrive
How to Create a deal in Pipedrive from positive replies received in RollWorks
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 a deal in Pipedrive from positive replies received in RollWorks" 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 RollWorks integrations
RollWorks actions
Nekton can use any feature that is available in RollWorks API.
Using our advanced AI, you can easily create custom automations for RollWorks.
Here are some typical actions you can do in your automated workflows.
Move to Sequence
Move a lead to a specific sequence.
Stop Nurturing
Stop nurturing a lead with drip emails.
Email Clicked
Triggered when a lead clicks a link in an email.
Positive Reply Received
Triggered after a lead replies positively to an email. Note: replies are processed in batches, resulting in a delay of up to an hour.
Email Opened
Triggered when a lead opens an email.
State Changed
Triggered when the state of a lead changes.
About RollWorks
RollWorks combines lead generation with marketing and sales automation. They work with B2B companies to help them acquire new clients.