Pipedrive
VISS.AI lets you seamlessly connect Pipedrive with a wide range of popular apps, making it easy to optimize your sales and lead management workflows. From automating lead updates to syncing contacts and deals with your CRM, email marketing tools, or project management apps, VISS.AI handles it all with zero coding effort required.
Supported Actions
GET
Read and search through existing data in your app
List Notes
List Organizations
List People
List My Activities
POST
Create a new record or update an existing record.
Add Organization
Add Person
Add Note
DELETE
Read and search through existing data in your app
No Available Actions
Setting up Pipedrive
This quick guide will walk you through the setup and usage of Pipedrive within VISS.AI.
Adding Pipedrive
You can add Pipedrive to any existing or new VISS.AI workspace by clicking on + Step and selecting Pipedrive from the app menu.
Connecting Your Pipedrive Account
Connecting Pipedrive is straightforward. Users can login with their Pipedrive account directly within VISS.AI:
Click on Sign in. When prompted, log into your Pipedrive account in the pop-up window.
Grant VISS.AI permission to access your Pipedrive data. This permission allows VISS.AI to retrieve, manage, and update data as part of your workflow.
Using Pipedrive in VISS.AI
After connecting Pipedrive, you can set up workflows that interact with your Pipedrive data.
Specify the action you want Pipedrive to perform within VISS.AI, such as "add new deal," "retrieve contact information," or "update deal status."
Customize prompts to automate tasks. For instance: “Add a new deal for [Contact Name] with a value of [Amount] and assign it to [Team Member] or “Retrieve the contact details for [Contact Name] and add them to our CRM list.”
After creating your prompt, click the Build button to preview the output. Verify what VISS.AI has built, then click Run to execute the Pipedrive step.