Adaptive Insights + Pipedrive
Integration + Automation

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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.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    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

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create account

Create dimension

Create dimension value

Create level

Create user

Pipedrive

Pipedrive

Connection Type

Service connector Tray Connector

Triggers

Create webhook

Delete webhook

List webhooks

Webhook

On push notification

Operations

Create activity

Create deal

Create note

Create organization

Create person

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Popular Use Cases

Pipedrive logo

Send an email with a list of leads from Pipedrive

GoogleCalendar logo
Pipedrive logo

Record new Google Calendar events as activities in Pipedrive

Pipedrive logo
Slack logo

Send Slack notification when new deals are closed won in Pipedrive

Xero logo
Pipedrive logo

Create Xero invoices when Pipedrive deal is closed

Pipedrive logo
Asana logo

Create Asana Projects from new Pipedrive Deals

What would you like to connect?