Pipe Drive
Common Pipedrive Workflows
Pipedrive in Customer Relationship Automation
Organizations must regularly share information in their CRM systems with other sales, marketing and analytics applications. FlowGat provides users with integrators to connect their Pipedrive system with other business applications in-order to harness the information in their CRM system and increase profitability. Being able to efficiently share the information in Pipedrive, and on time, leads to better customer relationship and more opportunities won. It also saves businesses time and money, from manual error prone processes when such workflows are not automated.

Connect Pipedrive with other apps in FlowGat















Pipedrive FEATURES IN FLOWGAT
Events are triggers in FlowGat that starts off a workflow process, and the FlowGat processor executes subsequent actions present in the workflow.
Events
- When a new deal is created in Pipedrive
- When a new organization is created in Pipedrive
- When a new activity is created in Pipedrive
- When a new note is created in Pipedrive
- When an existing organization is updated in Pipedrive
- When an existing deal is updated in Pipedrive
- When a new person is created in Pipedrive
- When a new product is created in Pipedrive
- When an existing person is updated in Pipedrive
Actions
- Create a new deal in Pipedrive
- Create a new organization using its name in Pipedrive
- Add a note to an existing person or deal in Pipedrive
- Add a new linked activity in Pipedrive
- Update an existing deal in Pipedrive
- Get contact(s) on a deal in Pipedrive
- Create a new person in Pipedrive
- Update an existing person in Pipedrive
Frequently asked questions
With FlowGat, you can design workflows to integrate different applications used in your businesses processes. FlowGat has a simple drag-and-drop interface that allows users to build simple and complex workflows with zero code to automate or streamline their processes end-to-end.
Compared to other products in the market, FlowGat offers you the flexibility of installing on your desktop, on your own on-premise or cloud server or our own servers, making it very affordable for most clients. No more unpredictable monthly costs, or limited automation processes. You only pay for what you use.
Absolutely not! FlowGat was designed to be a workflow designer for everyone. You can build workflow processes that connects 100+ apps supported by FlowGat, and even your own line-of-business application. FlowGat provides you with an intuitive platform to build simple and complex workflows and drive efficiency and greater productivity in your business.
Yes, your data is very secure. FlowGat encrypts all the information it collects for connecting to applications in your workflow. Unlike other products, you can have your own instance of FlowGat which means your data will never leave the walls of your organization.
Yes, absolutely. FlowGat offers various models such IAAS, PAAS , SAAS and on-premise service. You can choose what works best for you based on your specific workflows and business needs.
Contact out technical sales team using the button below for us to understand your specific business needs, provide you with a sandbox if needed and you can start automating.