SaaSquatch integration with Pipedrive
How to Create deals in Pipedrive for new SaaSquatch users
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 deals in Pipedrive for new SaaSquatch users" 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 SaaSquatch integrations
SaaSquatch actions
Nekton can use any feature that is available in SaaSquatch API.
Using our advanced AI, you can easily create custom automations for SaaSquatch.
Here are some typical actions you can do in your automated workflows.
Lookup User
Lookup a user by Account ID and User ID. Returns all known information about the user.
Create Reward
Give a user a reward.
Find or Create User
Lookup a user by Account ID and User ID. Returns all known information about the user.
Referral Started
Triggers when a user is referred.
New Reward
Triggers when a user receives a reward.
Reward Balance
Triggers when a user's reward balance changes.
About SaaSquatch
SaaSquatch gives companies a new lever for growth using referral and loyalty programs. Quickly launch and optimize programs that drive customer acquisition and reducing churn.