Sales & customer data

Pipedrive + Era

Interact with Pipedrive CRM

Category
Sales & customer data
Connection
Sign in with your account
Actions
18

What Era can do with Pipedrive

Each of these is a ready step in Era’s chat and workflows.

Actions18

  • Get All Deals
  • Get Deal
  • Create Deal
  • Update Deal
  • Get Files
  • Get Mail Threads
  • Get Mail Thread Messages
  • Get Pipelines
  • Get Pipeline Deals
  • Get Projects
  • Create Project
  • Get Activities
  • Create Activity
  • Update Activity
  • Get Leads
  • Create Lead
  • Update Lead
  • Delete Lead

How to connect

  1. 1

    In Era, find Pipedrive under Apps and press Connect.

  2. 2

    Sign in with your Pipedrive account and allow access.

  3. 3

    Now you can ask Era, or use it in your workflows.

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