How to integrate Pipedrive with Magento 2 via Zapier

Vanessa
Vanessa November 29, 2018

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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

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Step 3: Integrate Magento 2.x

  • In this step, choose Magento 2.x so that Zapier can get all data from your store.

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  • Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

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  • After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

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  • After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

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  • Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Pipedrive

  • In Choose an Action App field, choose Pipedrive

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  • In Select Pipedrive Action field, you can choose one of the options that you want to create on the Pipedrive and click on Continue:

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  • Next, you need to select Pipedrive account. Please click on Connect an Account and follow the guide.

  • Please enter all required information in this page and click on Save + Continue

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  • Next, you have to set up Pipedrive Deal. Now, please enter all required fields in this page, then choose continue box.

  • Now, you have tested Pipedrive sucessfully. Finally, choose Finish and set the name your zap to complete.

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  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

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  • After all, here is the contact that you have just created.

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Vanessa
Vanessa
Vanessa 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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