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with Pipedrive and Solve CRM?
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Popular Ways to Connect Pipedrive with Solve CRM#
Popular Pipedrive and Solve CRM Triggers#
Emit new event for each new company created. See the docs here
Emit new event for each new contact created. See the docs here
Emit new event when the specified tag is added to a contact. See the docs here
Popular Pipedrive and Solve CRM Actions#
Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive
Overview of Pipedrive#
Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.
Connect Pipedrive#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipedrive: {
type: "app",
app: "pipedrive",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.pipedrive.$auth.api_domain}/users/me`,
headers: {
Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
},
})
},
})
Overview of Solve CRM#
The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.
Connect Solve CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
solve_crm: {
type: "app",
app: "solve_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.solve360.com/contacts`,
auth: {
username: `${this.solve_crm.$auth.email}`,
password: `${this.solve_crm.$auth.api_token}`,
},
})
},
})
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