How to integrate Pipedrive with Magento 2 via Zapier
It’s important to know how to integrate Pipedrive with Magento 2. If you don’t explore this issue for your store, it’s a pity. You won’t know how useful the Pipedrive is for your Magento 2 store.
Pipedrive is a great sales management solution (CRM )that you can’t ignore for your Magento store. Pipedrive provides an intuitive and flexible user interface that keeps track of all sales management activities. Another great feature of Pipedrive, it provides sales reporting tools for monitoring, analyzing sales data and creating visual reports.
Thus, Pipedirve is a user-friendly application. Surely you and other merchants will love it at first sight. With the integrated Pipedrive CRM, it gives you an overview of your sales and helps you track the progress of salespeople.
Moreover, you can save time in managing the store and help promote your brand in the Magento market if you integrate Pipedrive with your store.
How to integrate Pipedrive on Magento 2
To integrate Pipedrive
- Step 1: Sign up the Zapier account
- Step 2: Sign up the Pipedrive account
- Step 3: Integrate Magento 2.x
- Step 4: Integrate Pipedrive for your Magento 2 store to manage the store effectively
Step 1: Sign up the Zapier account
Step 2: Sign up the Pipedrive account
After logging into Zapier, choose
Make a Zap to start integrating
Step 3: Integrate Magento 2.x
- In this step, choose
Magento 2.xso that Zapier can get all data from your store.
- Then, choose
select Magento 2.x Triggerfield and click on
- After that, you need to
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
- After generating your Magento 2.x account, the screen will display as an image below. Then, choose
Save + Continue.
- Great! You have just tested Magento 2.x successfully. Please continue doing the next step.
Step 4: Integrate Pipedrive
Choose an Action Appfield, choose
Select Pipedrive Actionfield, you can choose one of the options that you want to create on the Pipedrive and click on
Next, you need to
select Pipedrive account. Please click on
Connect an Accountand follow the guide.
Please enter all required information in this page and click on
Save + Continue
Next, you have to
set up Pipedrive Deal. Now, please enter all required fields in this page, then choose
Now, you have tested
Pipedrivesucessfully. Finally, choose
Finishand set the
name your zapto complete.
- Your Zap is working and it will auto-check for your Magento 2.x new customer.
- After all, here is the contact that you have just created.
VanessaVanessa is content marketing at Mageplaza. Vanessa is a content marketing creator at Mageplaza. As an ordinary customer, already had a special interest in online shopping, and up to now, has spent more than two years discovering online distribution channels as well as E-commerce platforms.
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