Signals integration with Pipedrive
How to Create people in Pipedrive from new Signals contacts
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 people in Pipedrive from new Signals contacts" 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 Signals integrations
Signals actions
Nekton can use any feature that is available in Signals API.
Using our advanced AI, you can easily create custom automations for Signals.
Here are some typical actions you can do in your automated workflows.
Update Contact
Updates a Contact
Find or Create Contacts
Finds a Contact
Create Contact
Create a new Contact
Find Contact
Finds a Contact
New Contact
Triggers when a new contact is created.
Closed Conversation
Triggers when a conversation is closed.
About Signals
Signals helps you engage with your ideal customers at the right time, through the best channel, and with the right message.