Connect Pipedrive and Moneypenny to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deal
Updated Deal
New Note
New Activity
New Lead
New Organization
Updated Organization
New Person
Update Deal Stage
New Project
Update Person
Update Activity
Update Note
Updated Pipeline
Updated Product
Updated User
Choose an Action
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- Request a new Action for Moneypenny
Enable Integrations or automations with these events of Pipedrive and Moneypenny
Enable Integrations or automations with these events of Pipedrive and Moneypenny
Triggers
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note
Triggers when a new note is created.
New Activity
Triggers when a new activity is created.
New Lead
Triggers when a Lead is created.
New Organization
Triggers when a new organization is created.
Actions
Create Person
Create a new person.
Find User
Finds a user by name, email, or id.
Find Deal
Finds a deal by any field. Optionally, create a deal if none are found.
Find Lead
Finds a lead by title or field value. Optionally, create a lead if none are found.
Find a Person
Finds an existing person.
Create Deal
Creates a new deal.
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Step by step guides to integrate Pipedrive and Moneypenny
Frequently Asked Questions
To start, connect both your Pipedrive and Moneypenny accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipedrive triggers actions in Moneypenny (or vice versa).
Absolutely. You can customize how Pipedrive data is recorded in Moneypenny. This includes choosing which data fields go into which fields of Moneypenny, setting up custom formats, and filtering out unwanted information.
The data sync between Pipedrive and Moneypenny 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 Pipedrive and Moneypenny. 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.
About Pipedrive
Pipedrive 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 MoreAbout Moneypenny
Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.
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