Connect and Integrate
Pipedrive with Vitally

Connect Pipedrive to Vitally and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Pipedrive and Vitally

Select a trigger in Pipedrive

Choose an event in Pipedrive like “New event in Pipedrive,” to set off your automation.

Automate an Action in Vitally

Connect your Vitally account and select an action like “Take action in Vitally” to make your work flow.

Customize the Workflow

Build your Pipedrive - Vitally automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Pipedrive and Vitally
to Automate these Workflows

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Send emails using Microsoft Outlook for Pipedrive deals meeting certain criteria

Ready to boost productivity? Let Pipedrive + Outlook take over.

Notify via Outlook for new leads in Pipedrive

Pipedrive and Outlook give you time back—automate your busywork.

Add all new Freshdesk ticket details as notes in Pipedrive

Transform your workflow with Pipedrive & Freshdesk leading the way.

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Connect Pipedrive and Vitally

About Pipedrive

Pipedrive is a sales-focused customer relationship management (CRM) software that's designed for sales teams to visually manage leads, track sales activities, and close deals. It features robust task management, reporting, and lead generation tools like LeadBooster on a Kanban-style board to track sales progress.

About Vitally

Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.