Zapier Use Case: Connecting Seamless.AI to Pipedrive
We don't currently have a native integration between Seamless.AI and Pipedrive, although it's on our product roadmap. In the meantime, you can automatically import Seamless.AI Contacts into Pipedrive as Deals or People using Zapier.
Got to Settings > Connected Apps and click on the "Add to Zapier" icon.
Accept the invitation to create Zaps using Seamless.AI, and then click on Make a Zap! in the top right of your screen. From there you can select Seamless.AI as the trigger for your Zap.
Select whether you want to import Contacts or Companies.
Make sure your account is connected and then set your preferences to import only select lists or validated emails.
That will set up the Seamless.AI side of the Zap. You'll be prompted to pull in a test contact if you'd like.
Next, select Pipedrive as your Action Step.
Follow the steps to connect your account and determine whether you want Seamless.AI data to populate in your Deals or People sections, depending on your business rules. You can then customize mapping Seamless.AI data to your Pipedrive fields.
You'll need to grant API access to your Pipedrive account, which you can do under Settings>Personal>API
Once you complete, test and activate this Zap, new data from Seamless.AI that meets the parameters you set will automatically import into Pipedrive.
Comments
0 comments
Please sign in to leave a comment.