Pipedrive integration with Visible
How to Increment metrics in Visible for new deals won in Pipedrive
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 "Increment metrics in Visible for new deals won in Pipedrive" 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 Visible integrations
Visible actions
Nekton can use any feature that is available in Visible API.
Using our advanced AI, you can easily create custom automations for Visible.
Here are some typical actions you can do in your automated workflows.
Add Investor
Creates a new Investor in your Visible Fundraising pipeline.
Set Value for Metric
Sets a data point for an existing metric. If there is already a data point for that date, it is replaced with the new value.
Add Value to Metric
Increments a data point for an existing metric.
About Visible
Capture key performance data and share your story with key stakeholders all in one platform.