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Pipedrive

Create integrations between upscale and Pipedrive

Enable Integrations or automations with these events of upscale and Pipedrive

Triggers

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New Deal

Triggers when a new deal is created.

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Updated Deal

Triggers when an existing deal is updated.

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New Note

Triggers when a new note is created.

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New Activity

Triggers when a new activity is created.

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New Lead

Triggers when a Lead is created.

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New Organization

Triggers when a new organization is created.

Actions

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Create Person

Create a new person.

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Find User

Finds a user by name, email, or id.

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Find Deal

Finds a deal by any field. Optionally, create a deal if none are found.

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Find Lead

Finds a lead by title or field value. Optionally, create a lead if none are found.

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Create Deal

Creates a new deal.

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Create Lead

Creates a new label.

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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.
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About upscale

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

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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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