Integrate the apps you run to share data and trigger actions.
Create branching workflows, blending many apps into a seamless process.
Trigger actions on dates, take the right action at the right time.
View reports and ensure your workflows run smoothly.
With new lead, contact and sales data being fed into your Pipedrive CRM you need a way of segmenting and managing the information so it can be usefully utilised. Having it simply sit in your Pipedrive CRM won’t do you any good at all.
Using Cyclr’s workflow builder you can setup automated commands to send data into your marketing platform’s most appropriate lists and campaigns. Add new contacts or update existing based on what is in your lead title, allowing you to make multiple cycles to populate as many lists or segments you like.
Your online shop already has the functionality to collect data on customers and orders, so by passing this into your Pipedrive CRM you will be able to generate more accurate sales reports that represent your business as a whole.
Cyclr’s drag and drop workflow builder allows you to create these connections in minutes, letting you tailor your data requirements to the systems and processes you use.
In order to better understand a customer’s requirements and history with your company, being able to see what support interactions they have had with you is a must. Support tasks can be performed and tracked by teams in numerous different applications, but having that data available in your CRM is vital for tracking your customer’s full history.
With Cyclr, you can create workflows that collect new support enquiries, simultaneously creating a new ticket in your support package and creating tasks or activities that can be tracked in your CRM.
Ensure your Xero contacts are also in your Pipedrive CRM with our Xero Pipedrive Integration. This cycle check your Pipedrive contacts to see if your Xero contacts are present, adding them if they are absent and updating them if they are present.
Make sure your Pipedrive CRM and Campaign Monitor marketing lists are in order and up to date. This cycle checks to see if your contact is already on the mailing list, adding them if they aren't.
Keep your CRM and marketing lists in sync with our MailChimp Integration. Add your Pipedrive contacts to your MailChimp marketing lists automatically, so you can always keep in touch with your customers.
Automatically add new eCommerce customers to your Pipedrive CRM with this WooCommerce integration. This cycle checks your customer list on Pipedrive against your WooCommerce customers, adding new contacts to your CRM that aren't already present.
Organise your event attendees and non-attendees into relevant MailChimp marketing lists. This cycle integrates your Eventbrite and Mailchimp campaign, while enhancing your data from your Pipedrive CRM.
Automatically organise your event marketing! Organise your Pipedrive CRM contacts by putting attendees and non-attendees to your Eventbrite event into relevant MailChimp mailing lists for post-event campaigns.
This cycle collects support enquiries posted from your website via Gravity Forms, adding them as a new contact in Pipedrive (if not already listed) and creates a new Zendesk ticket. An activity is also created in Pipedrive to note the users account.
This Cycle adds an activity note in Pipedrive to alert sales that a User has clicked on a particular link in a MailChimp email campaign. If the user isn't found in the Pipedrive contact database a new Person is added before the activity is created.
Update your Pipedrive customer contacts directly from your website with our Contact Form 7 integration. This cycle automatically checks to see if the sender is already in your Pipedrive CRM, adding them if they aren't.
This cycle adds new event registrants to Pipedrive as a contact and a won deal, while also adding them to your MailChimp event marketing list.
Alert your sales and retention teams to a customer subscription cancellation, with this account management workflow. A new Pipedrive activity is created on a customer when a GoCardless subscription is cancelled.
This cycle collects support enquiries posted from your website via Gravity Forms, adding them as a new contact in Pipedrive (if not already listed) and creates a new Freshdesk contact and a ticket. An activity is also created in Pipedrive to note the users account.
Keep your deals and projects in line with this automation workflow - when a deal in Pipedrive reaches a particular stage (you choose which!) it automatically creates a new JIRA project.
Automatically add activities to new Pipedrive deals with the power of webhooks! This workflow allows you to make use of Pipedrive's webhook feature (Settings > Webhooks), giving you an end point that is triggered on a new deal being added, automatically adding new activities to the new deal.
This cycle is triggered when a new user is created in Intercom, checking to see if an email address is included to add them to Pipedrive. The new user is checked against Pipedrive records, creating a new person and deal if they are not in there already, or just adding a new deal if they are listed.
Keep your Pipedrive CRM up to date with this automation workflow; it looks for new and updated Constant Contact contacts, checks to see if they are in Pipedrive, creating a new contact if they are not and updating the record if they are.
Full list of all Pipedrive API methods that we provide.
|Add Activity||Adds an activity.||action|
|Delete Activity||Deletes an activity.||action|
|Get Activities||Get the details of all Activities||get|
|Get Activity||Get the details of an Activity||get|
|Update Activity||Modifies an activity.||action|
|Get Deal Field||Returns details of a specific deal field.||get|
|List Deal Fields||Returns all deal fields.||get|
|Add Deal||Adds a new deal.||action|
|Delete Deal||Marks a deal as deleted.||action|
|Get Deal||Returns details of a specific deal.||get|
|Get Deals by Stage||Lists deals in a specific stage.||get|
|List Deals||Returns all deals.||get|
|List Participants||Lists participants associated with a deal.||get|
|Update Deal||Updates the details of a deal.||action|
|Updated Deal||Triggered when a deal has been edited.||webhook|
|Add a Note||Adds a note.||action|
|Delete Note||Deletes a note.||action|
|Get All Notes||Returns all notes.||get|
|Get New Notes||Returns all new notes.||get|
|Get One Note||Returns a specific note.||get|
|Note Added||Triggered when a new note is added in pipedrive||webhook|
|Update Note||Updates a note.||action|
|Add Organization||Adds a new organization||action|
|Delete Organization||Update details of an existing organization||action|
|Get Organization||Gets details of an organization||get|
|Get Organizations||Gets a list of organizations||get|
|Update Organization||Update details of an existing organization.||action|
|Add Person||Adds a new person.||action|
|Delete Person||Deletes a person.||action|
|Get People by Email Address||Returns a list of people matching the email address provided.||get|
|Get Person||Gets all the details of a person.||get|
|List People||Returns a list of people.||get|
|Update Person||Updates a person's details.||action|
|Add Pipeline||Adds a Pipeline.||action|
|Get Pipeline||Returns data about a specific pipeline.||get|
|List Pipelines||Returns data about all pipelines.||get|
|Update Pipeline||Update the properties of a pipeline.||action|
|Add Stage||Adds a new stage, returns the ID.||action|
|Delete Stage||Marks a stage as deleted.||action|
|Get Stage||Returns data about a specific stage.||get|
|List Stages||Returns data about all stages in all Pipelines.||get|
|Update Stage||Update the properties of a stage.||action|
|List Users||Returns data about all users.||get|