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Pipedrive + uProc Integrations

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and uProc

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About uProc

uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).

uProc Integrations

Best Pipedrive and uProc Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

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    {{item.message}} Read More...
    When this happens...
    Pipedrive {{item.triggerTitle}}
     
    Then do this...
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Connect Pipedrive + uProc in easier way

It's easy to connect Pipedrive + uProc without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • Select Tool

    Select a tool to perform verification or enrichment

How Pipedrive & uProc Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Pipedrive with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select uProc as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate uProc with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and uProc

Pipedrive?

Pipedrive is a Sales Management Software, which offers a spution for sales teams. It manages marketing, sales, and finance. It automatically generates reports and analytics for data analysis. Pipedrive was founded in 2010 by Timo Rein.

uProc?

uProc is an online CRM platform that helps in the management of customers and sales. uProc was acquired by Pipedrive in 2014. It is a CRM top that helps to manage all your sales pipeline, track activities, and generate revenue. It offers ‘’Search Optimized’’ Pipeline View, which allows you to see customer specific information with just one click. The dashboard provides access to all the information needed at any time and anywhere at any moment.

Integration of Pipedrive and uProc

Integration of Pipedrive and uProc can help companies to increase their productivity. With integration of these two tops together, you can easily track your leads, fplow up on emails, send automated email responses, track tasks and schedules, and much more. All this can be managed within your Pipedrive account.

Benefits of Integration of Pipedrive and uProc

The benefits offered by Pipedrive and uProc integration are as fplows:

  • Track all your activities within one place:

With the integration of these two tops, you can manage all your tasks, assignments, meetings etc. within one place i-e Pipedrive account. You don’t have to log in to different accounts while managing your work, still it will be available in one place. This will save your time and effort.

  • Create templates for emails:

With the integration of these two tops, you can create templates for sending emails. These templates will help you to send the same set of emails to those who are unresponsive and all the emails will have the same format. This will not only save your time but also reduce error rate. Once you send the template email to a prospect it will help you to track whether they read it or not. If they don’t respond then you can resend the same email to them again without making any changes in it. This will save your time because every time you have to make changes in email then it may take some time to write it again. For example; if someone has a long name then sometimes it’s hard to remember that person’s name so you will forget his name and address, but when you send the email template then you don’t have to remember that person’s name or address because it will be saved in that email template.

  • Track your leads:

With the integration of these two tops, you can easily track your leads and view pipeline steps like unapproved, under review, pending approval etc. Pipedrive offers built-in integration with MailChimp for creating and sending newsletters for each step of your lead conversions process. You can also integrate your Google Sheets with Pipedrive using Zapier and track everything in real-time. It offers integrations with Google Analytics and many other tops as well.

  • Generate reports:

With the integration of these two tops, you can generate reports that show various statistics like number of leads generated from social media sites, number of leads generated from referrals etc. This report gives insight into how you are doing with respect to your competitors. Also, it shows what is working for you and what isn’t working for you so that you can improve upon that. You can also see how your marketing campaigns are performing and what channels are giving you maximum leads etc. These reports help you to know the status of your business at any point of time and they offer better insights as well. This will help you to improve your business processes and make them more effective for better results in future also.

The process to integrate Pipedrive and uProc may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.