Adaptive Insights + Pipedrive
Integration + Automation

Get the specs

Adaptive Insights
+
Pipedrive

Adaptive Insights and Pipedrive Solutions

Uses

Finance and Accounting, Marketing, Sales

Business professionals that want to integrate Adaptive Insights with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Adaptive Insights support for ensured success

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Adaptive Insights

Adaptive Insights

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Pipedrive

Pipedrive

Connection Type

Service connector Tray Connector

Triggers

On push notification

On push notification

On push notification

On push notification

Create webhook

Operations

Create activity

Create deal

Create note

Create organization

Create person

Automation Templates

Pipedrive logoAsana logo

Create Asana Projects from new Pipedrive Deals

What would you like to connect?

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access