CRM Integration: Pipedrive

Streamline your sales and customer support processes by integrating Pipedrive to AELYST using Zapier. With this integration, you can automate various processes and tasks between Pipedrive and AELYST, such as:

• Real-time contact data updates between Pipedrive and AELYST

• Updating deal statuses in AELYST when new deals are added in Pipedrive

• Adding notes in Pipedrive when a conversation closes in AELYST

We’ve created Zapier templates to accomplish some common business goals, so you don’t need to start your Zaps from scratch.

You will need to connect to AELYST to use the Zapier templates. Follow the steps to set up your AELYST and Zapier integration here.

List of Zapier Templates for Pipedrive and AELYST

Add new AELYST Contacts as Pipedrive people

Add leads in Pipedrive while a conversation is happening. If you chat with new leads over instant messaging via AELYST, this automation will create a new person in Pipedrive for the AELYST Contact.

Use this template:

• Add new AELYST Contacts as Pipedrive people

Add new AELYST updates to Pipedrive people

Don't worry about manually updating AELYST Contact information to your Pipedrive account because this integration takes care of that for you. Anytime a selected field for a AELYST Contact is updated, Zapier automatically updates the fields of that person in Pipedrive.

Use this template:

• Add new AELYST Contact updates as Pipedrive people

Create or update new Pipedrive Contacts in AELYST when a new person is added in Pipedrive

Start chatting with Pipedrive leads right away by adding them as Contacts on AELYST. With this automation, when you add a new person in Pipedrive, they’ll be added as a AELYST Contact if they’re not, so you can start a conversation with them. It will also update an existing Contact profile in AELYST with any new information.

Use this template:

• Create or update new Pipedrive Contacts in AELYST

Add new Pipedrive people updates to AELYST Contacts

If you chat with leads over instant messaging, you’ll want to have the latest information about them to add context to your conversation. With this automation, when a person is updated in Pipedrive, they’ll be updated in AELYST so you’ll know if any details have changed.

Use this template:

• Add new Pipedrive people updates to AELYST Contacts

Add AELYST comments for new Pipedrive deals

It’s important for sales agents to know if a deal is in progress when they’re chatting with a Contact over AELYST. This integration will add a comment to the Contact’s conversation in AELYST when a new Pipedrive deal is created so agents can see it when they chat.

Use this template:

• Add AELYST comments for new Pipedrive deals

Add comments to conversations in AELYST when new Pipedrive deals are updated

With this integration, a comment will be automatically added to the corresponding conversation in AELYST whenever a Pipedrive deal is updated so agents are always informed of the latest deal updates.

Use this template:

• Add comments to conversations in AELYST when new Pipedrive deals are updated

Find persons and add notes to Pipedrive contacts when new AELYST conversations close

Closing notes in AELYST allow agents to summarize the outcome of the conversation with a Contact. Pass on this valuable information to Pipedrive with this integration. With it, a note will be added to the contact in Pipedrive with AELYST’s closing note.

Use this template:

• Find persons and add notes to Pipedrive contacts when new AELYST conversations close

We have Zapier templates integrating with other popular CRM & E-Commerce platforms. See the full list of templates here.