Pipedrive integrations
Request an integration with Pipedrive
Pipedrive is a sales CRM and pipeline management platform designed to help teams manage intricate sales processes efficiently. It excels in tracking interactions, automating repetitive tasks, and providing insights into sales performance. Integrating Pipedrive with Keragon can streamline patient acquisition, appointment scheduling, and follow-up processes. For instance, when a new patient inquiry is received, Pipedrive can capture the lead details, which Keragon can then use to auto-schedule appointments, send reminders, or trigger personalized follow-up actions, thereby optimizing the patient onboarding experience and allowing healthcare professionals to focus more on patient care.
Example workflow automation using Pipedrive and Keragon
Common automation use cases
Keragon is a powerful and flexible healthcare automation software that enables you to connect Pipedrive with all the other tools currently in use in your healthcare organization, in order to create streamlined automations for all your administrative and clinical needs.
Keragon is a powerful and flexible healthcare automation software that enables you to connect all the API-enabled software currently in use in your healthcare organization, in order to create streamlined automations for all your administrative and clinical needs.
Patient Acquisition
Appointment Scheduling
Data Syncing
Team Notifications
Patient Intake
Patient Triage
Patient Feedback
Insurance & Billing
Prior Authorizations
Labs & ePrescribing
Care Coordination
Analytics & Reporting
Actions & triggers
You can use Keragon's no-code visual workflow editor to create automations using any action and trigger available through Pipedrive's API.
- Update a person
- Get organizations
- Create organization
- Update organization
- Get deal
- Get Persons
- Get organization
- Get organization fields
- New deal
- Deal updated
- Get Person Fields
- Get Users
- Find person
- Create note
- Create note to organization
- Custom Webhook
- Create person
If you can't find the action or trigger you are looking for, get in touch and we can easily add it for you.
Alternatively, if you already have access to Pipedrive's API documentation, you can use Keragon's universal HTTP connector and start working with Pipedrive's data on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.
Connect with Pipedrive
Do you need an official connector?
We don't have an official connector yet, but we can build one for you if you have access to the API documentation & a test account.
Alternatively, if you already have working API access, you can use our universal HTTP connector and connect on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.