Pipedrive integration with Vainu
How to Add new Pipedrive customers into a company list in Vainu
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 Pipedrive customers into a company list in Vainu" 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 Vainu integrations
Vainu actions
Nekton can use any feature that is available in Vainu API.
Using our advanced AI, you can easily create custom automations for Vainu.
Here are some typical actions you can do in your automated workflows.
Find Company
Finds a company from Vainu with a given parameter.
Add Company to a List
Adds a given company to a selected company list if the company is found in the Vainu database.
New Trigger Event
Triggers when a new trigger event happens in a company list of your choice.
About Vainu
Platform for updating your CRM or marketing automation tool with real-time company information.