YCloud + Pipedrive Integrations
Put YCloud + Pipedrive to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between YCloud and Pipedrive
See the kind of workflows teams build with YCloud and Pipedrive below — describe the exact one you want above and the Agent builds it on demand.
YCloud + Pipedrive
When an incoming WhatsApp or SMS message arrives in YCloud, sync the lead notes to Pipedrive.
Enroll new CRM leads into marketing segments
When a lead is created in Pipedrive, automatically add them to a welcome segment in YCloud to start outreach.
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Log sent campaigns on CRM deal records
When a campaign is sent in YCloud, automatically log an activity on the corresponding deal in Pipedrive for sales tracking.
See details
Subscribe contacts after winning deals
When a deal is won in Pipedrive, automatically add the customer as a subscriber in YCloud to send welcoming newsletters.
See details
Browse the full workflow library →
Looking to achieve something else with YCloud and Pipedrive?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for YCloud and Pipedrive
Everything YCloud and Pipedrive can do inside a workflow — the triggers that start one and the actions that run when it fires.
YCloud Explore YCloud →
YCloud is a multi-channel business messaging service that enables companies to deliver WhatsApp marketing and transactional notifications.
Actionssend an email to the customers
Send an SMS to the mobile phone number
Send WhatsApp template message, note that template should be active on YCloud platform. If there is variables in this template body, please fill in the variables in sequence.
Pipedrive Explore Pipedrive →
Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.
TriggersTriggers when an activity newly matches a Pipedrive filter for the first time.
Triggers when a new activity is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a new deal is created.
Triggers when a lead is created.
Triggers when a new comment is added to a note.
Adds a discount to an existing deal.
Adds an existing label to an existing person.
Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
Add product variation to a product.
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Creates a new deal.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about YCloud + Pipedrive
Is there a pre-built YCloud + Pipedrive automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches YCloud and Pipedrive's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built YCloud or Pipedrive connector?
No. The Agent works whether or not YCloud or Pipedrive already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does integrating YCloud with Pipedrive help sales representatives?
Marketing emails sent from YCloud can automatically log activities on CRM contacts or deals in Pipedrive, providing sales reps full visibility.
Can new sales prospects automatically enter marketing campaigns?
Yes, creating a new lead or deal in Pipedrive can immediately add the contact as a subscriber in YCloud.