Automating lead management processes with CRM integrations, illustrated with the Pipedrive integration

As we’ve seen so far in this chapter, there are so many different sales tools that connect with Zapier and allow you to automate your sales processes. We specifically covered automating lead management processes and noted that there is a range of CRMs that integrate with Zapier. To further illustrate what the possibilities are, we’re now going to focus on one of Zapier’s most popular sales app integrations, which is Pipedrive.

This section will mostly help Pipedrive users who are considering automating their processes with Zapier to understand the options available to them. However, if you’re not a Pipedrive user, this section will still be helpful for you as many similarities exist in the Zapier integrations with other well-known CRM tools such as Salesforce and HubSpot, where the integrations are just as comprehensive and, in some cases, more extensive...