Pipedrive and Airtable Integration: Step-by-Step Guide

Automation is a modern way to optimize business processes. It significantly increases the efficiency of the company and reduces the costs of performing routine operations. In the field of customer relationship management, automation simplifies database maintenance, speeds up the processing of requests, and helps maintain a high level of customer loyalty due to quick responses and automatic actions. In the area of ​​information management and database work, the organization of data storage and processing is simplified. Moreover, the accuracy of their use is increased and access to important information is improved, which contributes to more efficient resource management and decision-making.

Pipedrive is a powerful CRM platform for managing sales and customer interactions. It allows you to set up automatic tasks for managers, track deal stages, and send personalized emails to clients at every stage of interaction. Airtable is a universal tool for managing information and databases. It implements automation through triggers and scenarios that can automatically update records, move data between tables, and notify the team of important changes. This allows you to simplify data organization, increase the accuracy and efficiency of work, and improve coordination within the team.

Both Pipedrive and Airtable do a great job of performing their functions. By using them in your work, you can automate a number of business processes, which brings tangible results. Want to achieve an even greater effect and maximize automation? This is possible if you connect both services and set up data exchange between them. In this article, we will explain in detail how to easily, quickly, and reliably make Pipedrive and Airtable integration using our online connector ApiX-Drive.

Airtable and Pipedrive integration, as part of automation, significantly increases the efficiency of data management and optimizes business processes in the field of sales and information management. When these platforms work together, each new contact added to Pipedrive is automatically transferred to Airtable, where it is immediately added as a new row in the database. For example, if a sales manager creates a new contact in Pipedrive, this data immediately appears in Airtable. This simplifies further work with client information and ensures its more structured storage.

For companies looking to streamline their customer data and information assets, Airtable integration with Pipedrive offers a convenient solution for automatic synchronization. For example, when a deal is updated in Pipedrive, the information can be automatically transferred to Airtable, where the analytics team can immediately see the updated information and take appropriate action.

To set up the Pipedrive integration with Airtable, first create a new connection.

Select the data source system. You need Pipedrive.

Choose the action "Get CONTACTS (new)."

Connect your Pipedrive account to ApiX-Drive.

In this window, you must specify the domain and API key.

To get this data, go to your Pipedrive personal account and copy the domain from the address bar without additional characters.

Paste the domain into the appropriate field in ApiX-Drive.

Go to your account settings.

Go to the API tab.

Copy the API token.

Paste the API token into the appropriate field in ApiX-Drive. When the required fields are filled in, click "Continue."

When the connected login appears in the list of active accounts, select it and click "Continue."

There are no additional settings for the Pipedrive system, so just click "Edit and continue."

Now, you can set up a data filter. In our case, there is no need for this, so we also click "Continue."

Here, you see an example of data for one of your Pipedrive contacts.

Click "Continue."

At this point, setting up the Pipedrive data source has been successfully completed.

To set up the Airtable integration with Pipedrive, click "Start Configuring Data Destination."

Select the data receiver system. You need Airtable.

Choose the action "Add ROW."

Connect your Airtable account to ApiX-Drive.

Specify the login of your Airtable personal account.

Specify the password of your Airtable personal account. Click "Sign in."

Provide ApiX-Drive access to work with your Airtable databases. To do this, click "Add a base."

We recommend providing access to all databases at once to be able to work with them in the future. Then, click "Grant access."

When the connected login appears in the list of active accounts, select it and click "Continue."

Select the base in which new rows will be created. After that, select the table.

Now, you see the Airtable fields for creating new rows. You can assign variables from Pipedrive to these fields. To do this, click in the field and select a variable from the drop-down list.

Please note that you can use not only variables from the drop-down list but also enter data manually.

When all required fields are filled in, click "Edit and continue."

You see an example of the data that will be transferred to Airtable as new rows with each new contact from Pipedrive. If you are not satisfied with something, click "Edit", and you will go back a step. To check the correctness of the settings, click "Send Test Data to Airtable."

After successful sending, go to Airtable and check the result.

Then, return to ApiX-Drive and continue setting up.

At this point, setting up Airtable as the data destination has been successfully completed.

In order for data transfer to occur automatically, configure auto-update. Click "Enable update."

Click on the gear button.

Select the interval for the operation of the connection. For example, once every 5 minutes. Moreover, here you can change the name of the connection and assign it to the required group.

Pipedrive & Airtable integration has been completed. Congratulations!

We hope that you have successfully set up the Airtable & Pipedrive integration according to our instructions and activated the automatic update function. Now a reliable connection has been established between these systems. Most likely, you have already experienced its main advantage – automatic data transfer without your participation.

The Pipedrive integration with Airtable will save you from having to do tedious manual work. Now the data transfer will be fully automated, and this process will be done with the help of our online connector ApiX-Drive. While it deals with your routine tasks, you can focus on improving customer interactions, developing new business strategies, and other aspects that will help your business grow and develop.