Connect Pipedrive to Triggerbee

Triggerbee and Pipedrive

Pipedrive connects to Triggerbee directly. Triggerbee runs the experiences on your website; Pipedrive keeps doing its job as your CRM, now with what your visitors do onsite.

Pipedrive is a deal-driven CRM that helps sales teams track calls, emails and deals through the whole sales process.

What you can do

• Leads straight into the pipeline

  When a visitor fills in a Triggerbee form, create or update the person and organisation in Pipedrive.

• Deals at the right stage

  Create or update deals and move prospects between pipeline stages based on what they do on your site.

• Follow-ups on the calendar

  Schedule an activity and assign it to the right sales rep the moment a lead comes in.

• Context for the conversation

  Add notes and update contact, deal and organisation properties with what Triggerbee knows from the website.

Actions available for Pipedrive in Triggerbee automations:

• Create or update contact / organisation
• Create or update deal
• Add note
• Schedule activity
• Update contact property
• Update deal property
• Update organisation property

Set up Pipedrive

1. Get your credentials from Pipedrive — an API key or a login, depending on the platform. The setup guide shows where to find them.
2. In Triggerbee, open Apps & Integrations and connect Pipedrive.
3. Add Pipedrive to the forms in your campaigns and map each field.
4. Build audiences from your Pipedrive data and use them to target campaigns.

• Read the setup guide