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with Wealthbox and Pipedrive?

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Add Activity with Pipedrive API on New Contact Created from Wealthbox API
Wealthbox + Pipedrive
 
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Add Activity with Pipedrive API on New Event Created from Wealthbox API
Wealthbox + Pipedrive
 
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Add Activity with Pipedrive API on New Opportunity Created from Wealthbox API
Wealthbox + Pipedrive
 
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Add Activity with Pipedrive API on New Task Created from Wealthbox API
Wealthbox + Pipedrive
 
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Add Deal with Pipedrive API on New Contact Created from Wealthbox API
Wealthbox + Pipedrive
 
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New Contact Created from the Wealthbox API

Emit new event for each contact created. See the documentation

 
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New Event Created from the Wealthbox API

Emit new event for each event created. See the documentation

 
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New Opportunity Created from the Wealthbox API

Emit new event for each opportunity created. See the documentation

 
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Deal Updated (Instant) from the Pipedrive API

Emit new event when a deal is updated.

 
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New Task Created from the Wealthbox API

Emit new event for each task created. See the documentation

 
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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Add Activity with the Pipedrive API

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

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

 
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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

 
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Integrate the Wealthbox API with the Pipedrive API
Setup the Wealthbox API trigger to run a workflow which integrates with the Pipedrive API. Pipedream's integration platform allows you to integrate Wealthbox and Pipedrive remarkably fast. Free for developers.

Overview of Wealthbox

The Wealthbox API allows for the management and automation of customer relationship management (CRM) tasks within Wealthbox's platform. By leveraging this API on Pipedream, you can create workflows that automate updates, manage contacts, and sync data across multiple applications. This can greatly enhance productivity, reduce manual entry errors, and keep data consistent across platforms.

Connect Wealthbox

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    wealthbox: {
      type: "app",
      app: "wealthbox",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.crmworkspace.com/v1/me`,
      headers: {
        Authorization: `Bearer ${this.wealthbox.$auth.oauth_access_token}`,
      },
    })
  },
})

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

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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}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo