SafetyCulture

Product Management

Pipedrive

CRM

Integrations SafetyCulture Pipedrive

Create integrations between SafetyCulture and Pipedrive

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Create Person in Pipedrive when Any Inspection Completed in SafetyCulture

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Find User in Pipedrive when Any Inspection Completed in SafetyCulture

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Find Deal in Pipedrive when Any Inspection Completed in SafetyCulture

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Find Lead in Pipedrive when Any Inspection Completed in SafetyCulture

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Create Deal in Pipedrive when Any Inspection Completed in SafetyCulture

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Create Lead in Pipedrive when Any Inspection Completed in SafetyCulture

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Update a Lead in Pipedrive when Any Inspection Completed in SafetyCulture

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Create a Activity in Pipedrive when Any Inspection Completed in SafetyCulture

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Update Activity in Pipedrive when Any Inspection Completed in SafetyCulture

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Create Note in Pipedrive when Any Inspection Completed in SafetyCulture

Actions and Triggers

Triggers

Any Inspection Completed

Triggers when any inspection is completed.

Inspection Completed

Triggers when an inspection from a selected template is completed.

Action Created

Triggers when an action is created.

New Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

New Activity

Triggers when a new activity is created.

Actions

Find Users by Email

Finds a user in your organization by email.

Create Inspection Edit Link

Creates a link that you can use to edit an inspection in iAuditor (web app and mobile app). Please note that the "view, edit" access level is required at a minimum to edit inspections.

Create Public Inspection Report Link

Creates a link that you can use to view an inspection report without logging in to iAuditor.

Start Inspection

Starts an inspection from a selected template.

Start Inspection Report Export

Starts exporting an inspection report to PDF or Word. We recommend that you create a "Delay" following this action to allow iAuditor enough time to export the inspection report.

Share Inspection

Shares an inspection with users and/or groups in your organization. Please note that the "view, edit" access level is required at a minimum to share inspections.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About SafetyCulture

SafetyCulture (formerly iAuditor) is a business platform to conduct inspections, capture issues, manage tasks, communicate clearly and train working teams.

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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.

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