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How to use Zapier to connect between Constant Contacts and PipeDrive

Updated: Dec 5, 2022

Zaps are assignments that allow you to integrate Constant Contacts and Pipedrive to automate repetitive tasks simply. You will start to Trigger an event in Zap and it will auto-perform in Action.


For example, when you add a new contact to your account on Constant Contacts, Zappier automatically adds that follower on PipeDrive.




  • About Constant Contact

Constant Contact is an easy-to-use email marketing tool that helps you to create great-looking email campaigns and offers pre-made templates that are easy to customize.


  • About PipeDrive

Pipedrive is sales pipeline and CRM ( customer relationship management) software for deal makers.


To use Zaps, you must sign in to account in both apps.


Constant Contact

PipeDrive

Triggers

New Contact

Triggers when a new contact is added to your account.


New Email Open

Triggers when a recipient opens an email from a specified campaign activity.


New List

Triggers when a new list is added.


Create Contact

Creates a contact on a specific list in your account.


Update Contact

Updates a contact in your account. Empty values will be cleared on the contact. If the contact being updated is deleted, the contact will be revived.


Find or Create Contact

Find Contact by email or create a new one.


Find or Create Contact

Find Contact by email or create a new one.


New Activity

Triggers when a new activity is created.



​New Activity

Triggers when a new activity is created.


Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.


New Deal

Triggers when a new deal is created.


Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.


New Lead

Triggers when a Lead is created.


New Note

Triggers when a new note is created.


New Organization

Triggers when a new organization is created.


Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.


New Person

Triggers when a new person is created.


Person Matching Filter

Triggers when a person matches a Pipedrive filter.


Updated Deal Stage

Triggers when a deal's stage is updated.


Updated Deal

Triggers when an existing deal is updated.


Updated Organization

Triggers when an existing organization is updated.


Updated Person

Triggers when an existing person is updated.


Actions

Create Contact

Creates a contact on a specific list in your account.


Update Contact

Updates a contact in your account. Empty values will be cleared on the contact. If the contact being updated is deleted, the contact will be revived.


Find or Create Contact

Find Contact by email or create a new one.


Find or Create Contact

Find Contact by email or create a new one.


​Add Product to Deal

Adds a product to a deal.


Create Activity

Creates a new activity.


Create Deal

Creates a new deal.


Attach File

Uploads a file and attaches it to a deal, person, organization, activity, product or note.


Add Follower

Adds a follower to a deal, organization, person or product.


Create Lead

Creates a new lead.


Create Note

Creates a new note.


Create Organization

Creates a new organization.


Create Person

Creates a new person.


Create Product

Creates a new product.


Update Activity

Updates an existing activity.


Update Deal

Updates an existing deal.


Update Lead

Updates an existing lead.


Update Organization

Updates an existing organization.


Update Person

Updates an existing person.


Find Activity

Finds an activity by subject.


Find Deal

Finds a deal by name.


Find Lead

Finds a lead by title or field value.


Find Organization

Finds an organization.


Find Person

Finds a person.


Find Product

Finds a product by name.


Find Product(s)

Finds a product or products by name, ID, or product code (with line item support).


Find User

Finds a user by name, email or ID.


Find or Create Activity

Finds an activity by subject, or creates one if none is found.


Find or Create Deal

Finds a deal by name, or creates one if none is found.


Find or Create Lead

Finds a lead by name, or creates one if none is found.


Find or Create Organization

Finds an organization by name, or creates one if none is found.


Find or Create Person

Finds a person by name, or creates one if none is found.


Find or Create Product

Finds a product by name, or creates one if none are found.





Step-by-step to connect Constant Contact + PipeDrive by Zaps


Step 1: Authenticate Constant Contact And PipeDrive

Sign in for both apps, here is an example of my accounts :


Constant Contact



PipeDrive





  • Choose “Connect” to Constant Contact



  • Then, “Connect” to PipeDrive



  • You can test the Zap or move back to the page and scroll down to the section below to integrate your first campaign.



Step 2: Pick one trigger in one of those apps you need in Zappier, and then it will action automatically

  • First, you need to choose one of the events on Constant Contact


  • Then Connect to the account you signed in to.



  • Choosing “Value” in Campain Activity




After you fill in all the values, choose “To continue, finish required fields”.



Step 3: Choose a resulting action from the other app.

  • Moving to Pipedrive and repeat the steps



  • Choose the account you have connected before



Step 4: Select the data you want to send from one app to the other.

  • Fill in the “Set up action” below to finish




*In this step, you must finish the data required in Constant Contact then it will automatically insert in PipeDrive to set up the action.






1 Comment


mindalcove
mindalcove
Jul 01, 2023

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