Connect Pipedrive and Swell Investing 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
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Pipedrive and Swell Investing
Enable Integrations or automations with these events of Pipedrive and Swell Investing
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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Frequently Asked Questions
To start, connect both your Pipedrive and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipedrive triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Pipedrive data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between Pipedrive and Swell Investing 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 Swell Investing. 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 Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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