Pipedrive, ready to run.
The Pipedrive integration ties operations to your deals. Floowed reads the deal, the person and the organization behind a case, checks them against your rules, and writes the outcome back so the pipeline shows where each one stands.
What it does.
What Floowed reads from Pipedrive
- Deals, with their stage and value
- Persons and organizations linked to a deal
- Activities, notes and files on the deal
- Custom fields on deals and organizations
What it writes back
- Custom field values recording the outcome
- A deal moved to the next stage when checks clear
- A note with the reasoning, pinned to the deal
- An activity for the owner when a person needs to act
A useful Pipedrive operation starts when a deal reaches a chosen stage: Floowed collects the contract and company documents, checks them, and moves the deal on only when everything is in. Keep stage changes that affect commission or forecasts behind a person's approval.
How it connects.
- 1
Connect Pipedrive
Using OAuth, approved by an admin. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Pipedrive?
Yes. Pipedrive connects with OAuth, approved by an admin of your company account.
What can Floowed do in Pipedrive?
It reads deals, persons, organizations and their files, then moves deals between stages, updates custom fields, adds notes and schedules activities.
Is my Pipedrive data secure?
Floowed only gets the access it needs in Pipedrive, never stores a password, and logs every read and write with the reason.
What does the Pipedrive integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Pipedrive. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.