Optimizing sales is an essential process for the healthy growth of your business. Companies use various applications and tools to make their Sales process more easier and effective.
There are many CRM tools available in the market today that offer great features to help companies increase their sales. Pipedrive is a CRM tool designed for salespeople so that they can visualize and manage their sales efficiently. You can easily get notifications when any lead is added or any other event occurs using Pipedrive Webhooks.
Pipedrive Webhooks allow users to get programmatic notifications from Pipedrive about changes to their data as they happen. In this article, you will learn about 2 methods to set up Pipedrive Webhooks Integration.
Table of Contents
Prerequisites
- An active Pipedrive account.
What is Pipedrive?
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Pipedrive is a cloud-based CRM (Customer Relationship Management) tool designed to help users visualize their Sales performance, optimize their activities, and make their Marketing processes more efficient. With the help of Pipedrive, you can easily import your leads into the platform, assign them to your salespeople for making relations and move them through different stages of the sales cycle.
Pipedrive offers a completely customizable and flexible interface that allows users to set up their sales process without having to fall back on any default standards. Pipedrive is a sales-focused CRM that will be an attractive option for its ease of use and various tools and integrations.
Its actionable interface displays the progress stages for each deal with the complete details for the next items. One ability that makes most SMBs (Small to Midsized Businesses) attractive or appealing about Pipedrive is its capability to visualize the entire Sales procedure from beginning to end.
Key Features of Pipedrive
Some of the main features of Pipedrive are listed below:
- Privacy and Security: Pipedrive ensures that the user data related to clients are safely stored in a secure environment to maintain privacy and assure data transparency.
- Robust Integrations: Pipedrive offers various integrations to third-party apps that are widely used by companies for accomplishing their daily activities. This helps the users to use Pipedrive in collaboration with other applications.
- Chatbot Support: Pipedrive comes with chatbot support that allows clients to get help from a virtual assistant and do not need to wait for E-Mails or calls for resolution.
- Reporting: With the help of Pipedrive, users can get generate insights and measure their activities using Reporting tools.
To learn more about Pipedrive, click here.
What is Webhook?
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Webhooks are simple URLs (Uniform Resource Locator) that accept a POST request with a well-defined data structure. They are one of the ways applications communicate with other apps, services, or platforms to which they integrate. For example, a message or notification has to be sent to an application when a certain trigger or let’s say a new order is punched in another order tracking application.
With the help of webhook, the order tracking application can call a specific URL when an event occurs. This unique URL should be hosted by a messaging service on the web to receive information. This URL is generally called the Webhook.
Webhooks use HTTP requests to transfer data in the URL from one point o another endpoint. It triggers the message from one endpoint and binds the message in the URL once a condition is met for a specified event. Then the message is sent using the GET and POST methods to the other endpoint. Webhooks are generally used to connect to different platforms, and it is a cost-effective solution.
Pipedrive deals with new leads, Sales calls, user engagement, etc. To get notified on other messaging platforms any specific event trigger allows users to organize their workflow and avoid regularly checking the Pipedrive dashboard. Also, it helps in focusing on other business activities. In this article, we have described two methods to achieve this:
Method 1: Simplify Pipedrive Webhooks Integration Using Hevo
Hevo Data, a fully managed No-Code Data Pipeline will help you set up Pipedrive Webhooks Integration without writing any code. You can utilize its plug-and-play platform with the support of 100+ data sources to set the data moving in a few minutes with 100% accuracy and zero data loss.
Method 2: Set Up Pipedrive Webhooks Integration Manually
In this method to set up Pipedrive Webhooks Integration, you need to create a Webhook from the Pipedrive dashboard and provide a callback URL of another application where you will get an HTTP response in JSON format.
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Methods to Set Up Pipedrive Webhooks Integration
Now that you have understood about Pipedrive and Webhooks. In this section, you will learn about the steps to set up the Pipedrive Webhooks Integration. The following methods are listed below:
Method 1: Simplify Pipedrive Webhooks Integration Using Hevo
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Hevo Data helps you set up Pipedrive Webhooks Integration in a completely hassle-free & automated manner. Hevo supports Webhooks as a source and loads data from Webhooks to any Data Warehouse in minutes. Follow Hevo’s Webhooks Integration guide for Pipedrive Webhooks Integration.
Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo takes care of all your data preprocessing needs required to set up Pipedrive Webhooks Integration and lets you focus on key business activities.
Advantages of using Hevo Data Platform:
- Minimal Setup – You will require minimal setup and bandwidth to load data from Webhooks using the Hevo platform.
- No Data Loss – Hevo architecture is fault-tolerant and allows easy, reliable, and seamless transfer of data from Webhooks to any Data Warehouse without data loss.
- 100’s of Out of the Box Integrations – Hevo platform brings data from other sources such as SDKs, Cloud Applications, Databases, and so on into Data Warehouses and Databases. So, Hevo is the right partner for all your growing data needs.
- Automatic Schema Detection and mapping – The schema of incoming data is scanned automatically. If there are changes detected, they are handled seamlessly and the changes are incorporated into the Database or Data Warehouse.
- Exceptional Support – Hevo has 24×7 Technical support through emails, calls, and chat.
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Method 2: Set Up Pipedrive Webhooks Integration Manually
To manually set up Pipedrive Webhooks Integration, you need to provide an HTTP endpoint URL that is full, valid, and publicly accessible. Here you can provide endpoint URLs of the applications where you want to receive a message from Webhooks. For this manual method, Webhook Tester will be used. You can use any endpoint URL of the application. The following steps for Pipedrive Webhooks Integration are listed below:
Step 1: Creating New Pipedrive Webhook
- Log in to your Pipedrive account here.
- Here on the Dashboard page, navigate to your profile located at the top right side of the web page.
- Click on the Tools and Integrations option, as shown in the image below.
Image Source: Self
- Now, select the Webhooks option under the Tools section, as shown in the image below.
Image Source: Self
- Click on the Create new webhook option.
- In the Event action field, choose the action you want to perform such as add, delete, update or merge on the event trigger. For this tutorial, the added option has been selected.
Image Source: Self
- Next from the Event object choose one object on which the action will be done. For this tutorial, the Organization option has been selected.
- Let the Permission level remain as default, you can change the permissions as per your company policies and requirements.
Step 2: Getting Endpoint URL
- Open Webhook Tester in another tab of the browser.
- Here, copy the Your unique URL and paste it into the Endpoint URL field of the Pipedrive Webhooks page.
- Leave HTTP Auth username and HTTP Auth password as empty, it is not required here.
- Click on the Save button.
Step 3: Testing Pipedrive Webhooks Integration
- Now you can test the Pipedrive Webhooks Integration by performing the task manually for which you have created the Webhook. In this tutorial, the Webhook will trigger when an organization will be added to the Pipedrive.
- Now go to the Pipedrive dashboard and here click on the “+” option located beside the search box on the top of the page, as shown in the image below.
- For this tutorial, the Organization is selected.
Image Source: Self
- It will open a dialog box to provide details to add an organization.
- Provide the required details as you want and then click on the Save button.
Image Source: Self
- As soon as the organization record is added, the Pipedrive Webhooks will trigger an event and send the JSON response to the Endpoint URL.
- Switch back to the Webhook Tester tab, here, you can see a similar response as shown below.
{
"v": 1,
"matches_filters": {
"current": []
},
"meta": {
"action": "added",
"change_source": "app",
"company_id": 10849211,
"host": "rahasent.pipedrive.com",
"id": 4,
"is_bulk_update": false,
"matches_filters": {
"current": []
},
"object": "organization",
"permitted_user_ids": [
14262805
],
"pipedrive_service_name": false,
"timestamp": 1651127906,
"timestamp_micro": 1651127906284931,
"trans_pending": false,
"user_id": 14262805,
"v": 1,
"webhook_id": "972924"
},
"current": {
"address_route": null,
"related_closed_deals_count": 0,
"email_messages_count": 0,
"cc_email": "rahasent@pipedrivemail.com",
"owner_id": 14262805,
"open_deals_count": 0,
"people_count": 0,
"next_activity_date": null,
"id": 4,
"address_admin_area_level_2": null,
"address_admin_area_level_1": null,
"owner_name": "rahas",
"address_formatted_address": null,
"related_won_deals_count": 0,
"undone_activities_count": 0,
"address_subpremise": null,
"last_activity_date": null,
"next_activity_id": null,
"country_code": null,
"visible_to": "3",
"notes_count": 0,
"name": "Test Company",
"address_locality": null,
"lost_deals_count": 0,
"next_activity_time": null,
"active_flag": true,
"picture_id": null,
"last_activity_id": null,
"update_time": "2022-04-28 06:38:26",
"category_id": null,
"activities_count": 0,
"won_deals_count": 0,
"address_street_number": null,
"address": "Test Text",
"edit_name": true,
"files_count": 0,
"company_id": 10849211,
"address_postal_code": null,
"address_country": null,
"first_char": "t",
"closed_deals_count": 0,
"label": 1,
"related_lost_deals_count": 0,
"related_open_deals_count": 0,
"followers_count": 0,
"address_sublocality": null,
"add_time": "2022-04-28 06:38:26",
"done_activities_count": 0
},
"previous": null,
"event": "added.organization",
"retry": 0
}
- This JSON response can be used by applications to filter out the required data.
That’s it! You have completed the Pipedrive Webhooks Integration using Hevo which is an automated method and a manual method. The manual method is time-consuming and not efficient.
Conclusion
In this article, you learned about Pipedrive Webhooks and went through 2 methods to set up Pipedrive Webhooks Integration. The manual process is tedious when it comes to scalability and contains coding for filtering out data from the JSON response. Pipedrive is widely used by small businesses to empower their Sales and optimize their workflow.
Visit our Website to Explore Hevo
Pipedrive stores valuable company data that can be loaded into Data Warehouses and analyzed with other operational data to generate insights and optimize the overall business activity. Hevo Data is a No-code Data Pipeline that can help you transfer data from Webhooks to any Data Warehouse. It fully automates the process to load and transform data from 100+ data sources to a destination of your choice without writing a single line of code.
Want to take Hevo for a spin? Sign Up here for a 14-day free trial and experience the feature-rich Hevo suite firsthand.
Share your experience of learning about Pipedrive Webhooks Integration in the comments section below!
Aditya has a keen interest in data science and is passionate about data, software architecture, and writing technical content. He has experience writing around 100 articles on data science.