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Pipedrive and Moxo

Moxo’s Pipedrive automation creates and updates deals the instant as actions are completed in Flows. Deal records are dynamically synchronized with real-time updates, keeping sales teams informed and reducing manual effort. The integration streamlines pipeline management, ensures data accuracy across systems, and drives efficiency during the sales process.
 

 

Adding the Pipedrive Automation to a Flow Template or Instant Flow

  1. Open the Flow Builder and navigate to where the automation will be added.
  2. Drag and drop Automations from the left-hand panel under Control, or click the '+' button between actions in the Flow and select Automation.


     

 

Adding the Pipedrive Automation to a Live Flow

  1. Navigate to the relevant Flow Workspace.
  2. Click the "..." ellipsis icon.


     
  3. Select + Add New Action from the dropdown.
  4. Scroll to Automation under the Control section.


     
  5. Locate the desired step and click + Add Here.

 

 

Configuring the Pipedrive Automation

In the automation interface, choose Pipedrive from the available systems.
 


 

Step 1: Set Up App and Event

  1. Select Pipedrive as the application.
  2. Choose one of the following events:
    1. Create a Deal
    2. Update a Deal


       
  3. Click Next.

 

Step 2: Account Setup

  1. Click Choose to select an existing Pipedrive account you have used in Moxo.
  2. If no account is linked, click + Connect a New Account and follow the prompts to connect a new account.

      
     
  3. Once connected, click Next.

 

Step 3: Add Input Details

Depending on the selected event, fill in the required fields. Leverage DDR (Dynamic Data Reference) wherever applicable by clicking the “{.}” autofill icon to pull prior action and workspace data.

 

If you choose Create Deal:

  1. Select a pipeline to create the deal in. Choose from the dropdown menu and click Next.


     
  2. Enter the following details to create a new deal in Pipedrive:
    1. Deal Title*: Provide the deal’s name or title. Use DDR (Dynamic Data Reference) to auto-fill data from the workspace or prior actions.
    2. Deal Value: Enter the value of the deal.
    3. Currency: Select from the dropdown list.
    4. Person: Choose the contact person associated with the deal.
    5. Organization: Select the organization linked to the deal.
    6. Stage: Choose the pipeline stage this deal is in.
    7. Owner: Select the user who owns the deal.


       
  3. Click Next, review your setup, and select Add Automation.

 

If you choose Update Deal:

  1. Choose a Deal Selection Method:
    • Select from List to choose from existing deals, or
    • Enter the Deal ID Manually


       
  2. If you choose “Select Deal from List”, select the deal from the dropdown options. 


     
  3. If you choose “Enter Deal ID Manually” enter the deal ID or use the “{.}” autofill icon to pull it from a prior Pipedrive automation in the Flow. 


     
  4. Click Next and choose the specific Deal to update.
  5. Update the fields as necessary:
    • Deal Title*: Enter a new deal title.
    • Deal Value: Update the deal amount.
    • Currency: Select currency from the list.
    • Person: Select or update the point of contact for the deal. 
    • Organization: Select or update the linked organization.
    • Stage: Update the stage of the deal.
    • Owner: Change the deal owner.


       
  6. . Once completed, click Next and then Add Automation.

 

Managing the Pipedrive Automation

  1. Hover over the automation step you want to change.
  2. Click the Edit icon.


     
  3. Update the app, event, account, or input fields.
  4. Click Save Changes.
  5. To remove an automation, click the Delete icon.

Automations can only be edited in saved Flow Templates or live Flow Workspaces if the automation is untriggered. Once completed, the automation cannot be reopened or modified. 

 

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the “...” ellipses icon to the right of the Flow Workspace name and select Automations & Events. 

Here, you can view all upcoming and completed automations and events.

 

 

 

To confirm that an automation was successfully executed:

  1. Go to the Completed section under Automations & Events.
  2. If successful, the message will read "Automation Executed Successfully". Otherwise, an error message will appear.


     

 

Mapping the Trigger in the Third-Party Application

To verify if a deal was successfully created or updated in Pipedrive:

  1. Open the Pipedrive account.
  2. Navigate to the designated pipeline, stage, or organization based on your input details.
  3. You will see the new or updated deal reflecting the relevant input details, e.g. title, value, contact, or stage.

 

Best Practices

  • Pre-configure your Pipedrive account: Ensure all relevant stakeholders, organizations, pipelines, and deal stages are set up in advance.
  • Use DDR for intelligent automation. Dynamically pull action and workspace metadata to reduce manual entry and errors.
  • Audit automations regularly: Review and update Flow configurations periodically to ensure alignment with changing sales processes or CRM structures.