
When this happens...

Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Find a Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Follower to a Deal
Add Participant to a Deal
Add Discount to Deal
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when a new note is created.
Triggers when a new activity is created.
Triggers when a Lead is created.
Triggers when a new organization is created.
Action is the task that follows automatically within your Dynosend integrations.
Returns a list of your audiences.
Add a contact to a given audience.
Add an email to the blacklist to no longer receive your email communications.
Send an event from your own application whenever a customer does something
Returns a list of contacts in a given audience
Permanently delete a contact from your audience

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Dynosend and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Dynosend triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how Dynosend data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between Dynosend and Pipedrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Dynosend and Pipedrive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Dynosend is a powerful email marketing platform designed to help businesses create, send, and track email campaigns with ease. It offers a range of features including customizable templates, automation tools, and detailed analytics to optimize your email marketing efforts.
Learn MorePipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn More