Connect Pipedrive with Cascade

Integrate Pipedrive with Cascade

If you're managing your customer data, lead opportunities, sales number, deal probabilities, pipeline value, CLV, and so on in Pipedrive CRM, and want to bring it to Cascade, then here it is - a very easy and quick way to integrate and track actions or KPIs.

This connection is enabled through Zapier. Eliminate the need to go back and forth between Cascade and your Pipedrive accounts.

Remember that the steps in this article provide a general guideline, and the specific steps and details may vary based on the features and capabilities provided by Pipedrive and Cascade at the time of your integration. Please reach out to us for assistance if you are looking to connect Pipedrive with Cascade and create an automated workflow.

For users wanting more from an integration with Pipedrive, our "Enterprise+" subscription now includes custom integration options. This allows for a tailored approach to meet specific needs, enhancing the functionality and efficiency of your strategic planning within Cascade. If you are interested in a more bespoke integration with Pipedrive, please get in touch and we can explore your options further.

Prerequisites

Before you establish the connection, it is important that these prerequisites are met:

Cascade:

• A ‘Paid’ tier account in Cascade to access Zapier connections.
• A Measure that is associated with your 'Objective' in the plan that you created in Cascade, and want to link to your Pipedrive app.
• The tracking type of the measure is set as Zapier, with the initial and target values defined.

Zapier:

A valid Zapier account.

Pipedrive:

• A valid Pipedrive account.
• A deal in Pipedrive app that has the measure's data point (that needs to be updated in Cascade).

How to automate workflow between Pipedrive and Cascade?

1. Log into your Zapier account.
2. Click + Create Zap or My Zaps from the left navigation pane to either create a new zap from scratch or to use a pre-made zap.
3. Choose Pipedrive as the Trigger App.
4. Select the specific trigger event, such as "Deal updated" or any other event that you want to use as a trigger.
5. Connect your Pipedrive account to Zapier by providing the necessary  authentication.
6. Perform a test to ensure that Zapier can trigger based on the selected Pipedrive event.
7. Choose Cascade as the Action App.
8. Select the specific action event, such as "Update Measure's current progress" or any other action you want to perform in Cascade.
9. Connect your Cascade account to Zapier by providing the necessary authorization.
10. Map the data fields from Pipedrive to corresponding fields in Cascade.
11. Perform a test to ensure that Zapier can send data from Pipedrive to Cascade successfully.
12. Once both the trigger and action steps are configured and tested successfully, turn on your Zap. This will make it live and start automating the data transfer between Pipedrive and Cascade.

To understand the different triggers from Pipedrive, troubleshooting, and other related help information with the Pipedrive- Zapier workflows, please search for "Pipedrive" in the Zapier Help Center.

FAQs

My test with Zapier was unsuccessful. How should I proceed?

You can skip the test, and proceed to publish the zap. It might still reflect the progress in Cascade perfectly. But if it does not update the value, then reach out to us.

There is a connection error with Zapier.

Start a new zap connection and redo the steps.

"404 or Troubleshoot" error.

Please check if you've a measure created in Cascade with Zapier chosen as Tracking. Create a new zap, and redo the steps. If the issue persists, please contact us.

I've completed all the steps, and yet the Publish to Zap is disabled. Why?

Look out for

against any of the steps. If this is shown, it means that the particular step is not completed. Please go back, complete that step, and you'll now see that the publish is enabled.

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