Pipedrive + Process Street Integration

At Process Street, we know how important it is to have a consistent and scalable sales department.

By integrating Process Street with Pipedrive, you can automatically run your cold calling workflow whenever a new lead is added in Pipedrive. This means that you don’t have to worry about anyone making messy notes, missing key information, forgetting their script, or completely missing the first crucial point of contact.

Not only that but information from the new lead (such as their name and contact details) can be automatically pushed into your workflow run, letting whoever’s handling the call focus on talking to the customer rather than switching between several apps.

This will let your salespeople quickly, reliably, and effectively perform your standardized cold calling workflow while cutting out all of the horrible data management aspects.

Use case:

  • An employee wants to run your cold calling workflow for a new lead that’s been added to Pipedrive
  • Their manager wants to easily track and monitor the process followed for every call, in order to ensure proper quality control
  • The manager also wants to see reports on cold calls to track common elements which lead to closed leads (the response time, the script, employee, etc)

Plan: This integration is available to customers on all plans.

Users: In order to create an API key for integrations, you must be an Administrator.

Process overview:

  • We will set up a cold calling workflow to use in Process Street
  • We will create a new lead inside Pipedrive to serve as our test case
  • We will use Zapier to automatically run the cold calling workflow and populate it with information from Pipedrive
  • We will then push the information captured in the workflow as a note back into the Pipedrive lead

Let’s look at how you can do this.

Automatically running workflows from Pipedrive with a two-way sync

Automatically running a cold calling workflow to use on a new lead in Pipedrive is easy. All you have to do is link Pipedrive to Process Street by using Zapier.

Zapier is a third-party integration service that connects our platform with different web apps. Within Zapier’s community, there are over 2,000 different web apps and services you can connect to.

These connections are referred to as Zaps, and follow an “if this, then that” logic. As in, “if this happens, automatically do that.

Generally, you will only need to set up the zap one time. This gives you the time to focus on what’s important things rather than repetitive tasks.

In our case, this means that “if a new lead is added to Pipedrive”, Zapier can be set to automatically “run the cold calling workflow in Process Street”.

If you use our premade cold calling workflow (or put form fields into your own process) you can also configure your Zap to push data including the customer’s name and contact details directly into the cold calling workflow run. This saves you even more time and effort since the person doing the call won’t have to switch between apps constantly.

Set up a cold calling workflow

First, you need a cold calling workflow set up inside Process Street (if you already have one, skip ahead to the next step). The quickest way to do this is to import our premade workflow template into your own organization.

Open Process Street’s dashboard, click “New” in the top left corner of the screen, then click “Workflow”.

Next, enter “cold call” into the search box and click on it to add the workflow to your Process Street account.

You can then edit this workflow if you want to tailor it more to your needs, but for this example, we’ll take it as it is.

So, with your cold calling workflow set up and ready to follow, next we need to set up the lead in Pipedrive that you’re going to use to test your Zap later on.

Create a new lead inside Pipedrive

Now you need to set up a lead inside Pipedrive so that you can test your Zap to make sure that it’s working correctly. If you have a lead in Pipedrive that’s been recently created and is fully fleshed out (with the client’s name, phone number, and so on), feel free to skip this step.

First, log into your Pipedrive account and click the “Add lead” button.

Record the lead details in the box provided, providing as much information as possible. Remember that this lead is only required for testing purposes though – you can make up all of the information just to have something to test.

Set up a Zap inside Zapier

Now it’s time to link everything together by creating a Zap in Zapier.

The ultimate goal here is to tell Zapier to automatically run our cold calling workflow whenever a new lead is added to Pipedrive. However, I’ll also show you how to set up the Zap to push the lead details into your workflow run and save yourself the trouble of doing that manually.

This is mainly achieved by setting up the two apps as your “Trigger” and “Action” elements inside a new Zap, with a couple of extra options in the Action step to make the lead details transfer over.

First, log in to Zapier and click “Make a Zap“. Set the Zap’s trigger app to Pipedrive and the trigger as “New Lead“.

Click “Continue” to connect your Pipedrive account and then continue to test your trigger.

Click “Continue” to move on to setting up your action step.

Choose Process Street as the action app and “Run Workflow” as the action.

Choose your Process Street in the next step and then “Continue” to set up the details of the workflow run that will be created for your lead. You’ll find various open fields corresponding to elements of your workflow run in this view (eg, the workflow it will be based on, the name of your workflow run, and what details will be pulled into it, like contact name and company for example).

Although all you need to do to set your Zap live is to select your cold calling workflow as the base workflow and something for the title of your individual workflow runs (I’ve chosen “Lead title” to make each workflow run easy to track), try to fill in as many details as you can with elements from your Pipedrive lead.

Test your action step is working correctly and turn on your zap.

Set up another Zap to push information back into Pipedrive

While the above is all well and good, you can take full advantage of Zapier by creating a second Zap that pushes the information you capture in your cold call workflow run back into your Pipedrive lead.

This Zap would follow a similar setup to our previous example, except Process Street would be set as your trigger and Pipedrive would be the action.

Furthermore, the trigger event should be “New Task Checked”, with the workflow set to your cold calling workflow and the task being checked as the last one in your task list. This will let Zapier detect when your workflow run is completed in order to trigger the Zap.

The Pipedrive action should be set to “Create Note“, allowing you to add a note to the original lead that contains all of the information you captured during the call.

Then, when setting up the workflow for your note, just map the information you want to include into the Note “Content” field by linking the form fields of the Process Street workflow run, as shown below.

Once you’re finished, any information captured in your Process Street workflow run should be pushed back into the appropriate Pipedrive lead as a note like the one below.

Check out our business process automation guide for full details on how to automate the tasks you hate.

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