New Note

Triggers when a new note is created.

Trigger

Note Updated

Triggers when an existing note is updated.

Trigger

Activity Updated

Triggers when an existing activity is updated.

Trigger

Person Updated

Triggers when an existing person is updated.

Trigger

New Activity

Triggers when a new activity is created.

Trigger

Deal Updated

Triggers when an existing deal is updated.

Trigger

New Person

Triggers when a new person is created.

Trigger

New Organization

Triggers when a new organization is created.

Trigger

Organization Updated

Triggers when an existing organization is updated.

Trigger

New Deal

Triggers when a new deal is created.

Trigger

Merge Organizations

Merges two organizations into one.

Action

Add Product To Deal

Adds a product to a deal.

Action

Merge Persons

Merges two persons into one.

Action

Merge Deals

Merges two deals into one.

Action

Send Email

Sends an email from Pipedrive.

Action

Remove Person From Deal

Removes a person from a deal.

Action

Delete Webhook

Deletes a webhook.

Action

Create Webhook

Creates a new webhook.

Action

Remove Product From Deal

Removes a product from a deal.

Action

Add Person To Deal

Adds a person to a deal.

Action

Delete Note

Deletes a note.

Action

Create Note

Creates a new note.

Action

Update Note

Updates an existing note.

Action

Delete Activity

Deletes an activity.

Action

Update Activity

Updates an existing activity.

Action

Create Person

Creates a new person.

Action

Delete Person

Deletes a person.

Action

Create Activity

Creates a new activity.

Action

Delete Organization

Deletes an organization.

Action

Update Person

Updates an existing person.

Action

Update Organization

Updates an existing organization.

Action

Create Organization

Creates a new organization.

Action

Delete Deal

Deletes a deal.

Action

Update Deal

Updates an existing deal.

Action

Create Deal

Creates a new deal.

Action

Action Name

Trigger Description which will be a bit long

Action Name

Trigger Description

Action Name

Trigger Description

Action Name

Trigger Description

AI Action Name

Trigger Description which will be a bit long

Trigger Name

Trigger Description

AI Action Name

Trigger Description

Trigger Name

Trigger Description

Trigger Name

Trigger Description

Trigger Name

Trigger Description

Nanonets

Pipedrive

Connect sources

Import contracts_folder.zip for analysis.

Extract contract details.

Sync extracted_data.json with deals in Pipedrive.

Run Workflow

Connect sources

Import invoice_images.zip for OCR.

Extract invoice information.

Create new_invoices.csv in Pipedrive.

Run Workflow

Connect sources

Import lead_emails.csv for processing.

Classify and score leads.

Update lead_scores.csv in Pipedrive.

Run Workflow

uncover new possibilities

Contact us to enhance your workflows today

Contacts in Pipedrive are added to Mailchimp for email campaigns, with results shared on a Twitter business account.

Run Workflow

Invoices generated in QuickBooks from Pipedrive deals, with notifications sent through Gmail to stakeholders.

Run Workflow

Leads managed in Pipedrive are automatically created as cards in Trello for task tracking and discussed in Slack channels.

Run Workflow

Sales data from Pipedrive populates Google Sheets for analysis, creating events in Google Calendar for follow-ups.

Run Workflow

Sales deals in Pipedrive become tasks in Asana, with relevant documents stored and shared via Dropbox.

Run Workflow

Sales progress in Pipedrive triggers updates in Microsoft Teams, linking to sales collateral in OneDrive.

Run Workflow

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases

Create workflows using natural language

Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases

Real time data sync between data sources

Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data

Train on custom data sources - Emails, Support Tickets, Customer Databases and more

Create workflows and chatbots using custom LLMs

Pipedrive is a CRM platform designed to streamline sales processes for businesses of all sizes. It allows teams to manage leads, track communications, and automate workflows within a single interface. Pipedrive offers insights into sales performance and potential bottlenecks, enabling data-driven decision-making. With its intuitive design and customizable features, the app supports sales professionals in achieving their targets by focusing on actionable items and maintaining organized customer relationships.

No items found.

common use cases

Import contracts_folder.zip for analysis.

Contract Management

Streamline contract processing by extracting key terms and conditions for efficient deal management.

Import invoice_images.zip for OCR.

Sync extracted_data.json with deals in Pipedrive.

Streamlined Email Campaigns

Invoice Data Entry

Pipedrive

Nanonets

common use cases

Simplify invoice processing by automatically capturing invoice data and integrating it into the sales pipeline.

Extract invoice information.

Create new_invoices.csv in Pipedrive.

Import lead_emails.csv for processing.

Lead Qualification Automation

Automatically qualify leads by analyzing email content and attachments for faster sales cycle progression.

Classify and score leads.

uncover new possibilities

Contact us to enhance your workflows today

Integrations with nanonets

Update lead_scores.csv in Pipedrive.

Explore a range of customizable Pipedrive integrations, tailored to enhance workflow automation journey

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Snovio

Shopify

Lusha

Hubspot

Mailchimp

Slack

Monday

Notion

Openai

Stripe

Webhook

Zendesk

Airtable

Outreach

Convertio

Quickbooks

Salesforce

Shipstation

Typeform

Sendgrid

Livechat

Leadconnector

Phantombuster

Gmail

Affinity

Apollo

App Store

Asana

Ashby

Attio

BambooHR

Bloobirds

Facebook Lead Ads

Outlook

GitHub

Google Docs

Google Drive

Calendly

Zoom

Webflow

Google Calendar

Trello

Intercom

ClickUp

DocuSign

gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

businesses love us

Automation stories straight from our
customers

Dennis Elder

Director of Product, PayGround

“There was a visible difference in how the app worked, and we were able to appeal to our customers by making it easy to pay bills”

Read Story ->

Kale Flaspohler

Financial Advisor, ProPartners Wealth

“We are seeing a major difference in accuracy, as Nanonets provides a >95% accuracy which has helped cut down our processing time by ~50%.”

Read Story ->

Catherine Gallagher

Accounts Payable, SaltPay

“Nanonets' direct integration with SAP helped SaltPay automate a crucial part of their Accounts Payable process”

Read Story ->

Luke Faulkner

Product Manager, Tapi

“Tapi has been able to save 70% on invoicing costs, improve customer experience by turnaround of seconds from >6hrs and free up staff members from tedious work”

Read Story ->

Ryan Hess

Head of Accounts Payable, ACM

"I have built a relationship with Nanonets which is an important ideal of ACM and it feels now as if they are part of the family."

Read Story ->

Tay Kim

Product Operations Manager, Expatrio

"A great product and amazing customer support. Their response time was amazing. They went an extra mile to figure a plan that helps us scale our business."

Read Story ->

4.9 Rating on Capterra

High performer on G2

Users Love Us on G2

4.9 Rating on GetApp