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Pipedrive logo
Upgrade.chat logo

Connect Pipedrive to Upgrade.chat

Automate workflows and sync data between Pipedrive and Upgrade.chat with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Pipedrive & Upgrade.chat?

Intelligent Automation Workflows

Leverage 5 available triggers from Pipedrive to execute 6 targeted actions in Upgrade.chat automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Pipedrive and Upgrade.chat perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Pipedrive and Upgrade.chat for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Pipedrive logo

Pipedrive

Triggers (5)

New Deal

Triggers when a new deal is created

webhook
New Person

Triggers when a new person is created

webhook
New Activity

Triggers when a new activity is added

webhook
Updated Deal

Triggers when a deal is updated

webhook
Updated Person

Triggers when a person is updated

webhook

Actions (2)

Add Person

Add a new person to the account

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Upgrade.chat logo

Upgrade.chat

Triggers (3)

New Lead

Triggers when a new lead is created

webhook
New Payment

Triggers when a new payment is created

webhook
New Subscription

triggers when a new subscription is created

webhook

Actions (6)

Add or Update Contact

Creates a new contact.

Auth Required
Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Auth Required
Add or Update Subscription

Creates a new subscription.

Auth Required
Create Invoice

Creates a new invoice in the CRM.

Auth Required
Create Product

Creates a new product in the CRM

Auth Required
Get Contact Details

Get Contact Details

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Pipedrive trigger → Create/Update in Upgrade.chat

Most Popular
PipedrivePipedrive

New Deal

Upgrade.chatUpgrade.chat

Add or Update Contact

When Upgrade.chat trigger → Update Pipedrive

Bi-directional
Upgrade.chatUpgrade.chat

New Lead

PipedrivePipedrive

Add Person

How It Works

1

Connect Apps

Authenticate your Pipedrive and Upgrade.chat accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Pipedrive and Upgrade.chat with 8 available triggers for instant updates.

Automated Actions

Execute 8 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Pipedrive and Upgrade.chat in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Pipedrive and Upgrade.chat with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Pipedrive & Upgrade.chat?

Join thousands of users automating their workflows with Mazaal AI