Can Pipedrive connect with Salesmate?

Yes, Pipedrive can connect with Salesmate using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Pipedrive and Salesmate. Configure nodes for Pipedrive and Salesmate in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Pipedrive’s API with n8n?

Yes, with n8n, you can programmatically interact with Pipedrive’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Salesmate’s API with n8n?

Yes, with n8n, you can programmatically interact with Salesmate’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Pipedrive and Salesmate?

Yes, it is safe to use n8n to integrate Pipedrive and Salesmate. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Pipedrive and Salesmate integration in n8n.io?

To start integrating Pipedrive and Salesmate in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Back to Integrations

Pipedrive

Salesmate

Pipedrive and Salesmate integration

Save yourself the work of writing custom integrations for Pipedrive and Salesmate and use n8n instead. Build adaptable and scalable Sales workflows that work with your technology stack. All within a building experience you will love.

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How to connect Pipedrive and Salesmate

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Pipedrive and Salesmate integration: Create a new workflow and add the first step

Step 2: Add and configure Pipedrive and Salesmate nodes

You can find Pipedrive and Salesmate in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Pipedrive and Salesmate nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Pipedrive and Salesmate integration: Add and configure Pipedrive and Salesmate nodes

Step 3: Connect Pipedrive and Salesmate

A connection establishes a link between Pipedrive and Salesmate (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Pipedrive and Salesmate integration: Connect Pipedrive and Salesmate

Step 4: Customize and extend your Pipedrive and Salesmate integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Pipedrive and Salesmate with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Pipedrive and Salesmate integration: Customize and extend your Pipedrive and Salesmate integration

Step 5: Test and activate your Pipedrive and Salesmate workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Pipedrive to Salesmate or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Pipedrive and Salesmate integration: Test and activate your Pipedrive and Salesmate workflow

Build your own Pipedrive and Salesmate integration

Create custom Pipedrive and Salesmate workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Pipedrive supported actions

Create

Create an activity

Delete

Delete an activity

Get

Get data of an activity

Get Many

Get data of many activities

Update

Update an activity

Create

Create a deal

Delete

Delete a deal

Duplicate

Duplicate a deal

Get

Get data of a deal

Get Many

Get data of many deals

Search a deal

Update

Update a deal

Get Many

Get many activities of a deal

Add

Add a product to a deal

Get Many

Get many products in a deal

Remove

Remove a product from a deal

Update

Update a product in a deal

Create

Create a file

Delete

Delete a file

Download

Download a file

Get

Get data of a file

Update

Update file details

Create

Create a lead

Delete

Delete a lead

Get

Get data of a lead

Get Many

Get data of many leads

Update

Update a lead

Create

Create a note

Delete

Delete a note

Get

Get data of a note

Get Many

Get data of many notes

Update

Update a note

Create

Create an organization

Delete

Delete an organization

Get

Get data of an organization

Get Many

Get data of many organizations

Search organizations

Update

Update an organization

Create

Create a person

Delete

Delete a person

Get

Get data of a person

Get Many

Get data of many persons

Search all persons

Update

Update a person

Get Many

Get data of many products

Salesmate supported actions

Activity
Company
Deal

Create

Create an activity

Delete

Delete an activity

Get

Get an activity

Get Many

Get many companies

Update

Update an activity

Create

Create a company

Delete

Delete a company

Get

Get a company

Get Many

Get many companies

Update

Update a company

Create

Create a deal

Delete

Delete a deal

Get

Get a deal

Get Many

Get many deals

Update

Update a deal

Pipedrive and Salesmate integration details

Pipedrive is a sales-focused Customer Relationship Management tool that teams of all sizes love using. At the core of Pipedrive is pipeline management, and it features key sales functionalities: automations, email integration and a decent selection of partner integrations.

Pipedrive node docs + examples

Pipedrive credential docs

See Pipedrive integrations

Related categories

Sales

Salesmate is a truly intelligent sales CRM (Customer Relationship Management) that reduces pain by helping you be more productive. Everything your sales team needs to sell more and to be more productive like building a sales line and tracking the progress of your leads is built in this software.

Salesmate node docs + examples

Salesmate credential docs

See Salesmate integrations

Related categories

Sales

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