HappyFox Workflows

HappyFox Workflows

by HappyFox

Automate routine tasks inside Pipedrive using a no-code workflow builder.

Qualify my leads, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot


Respond to New Business Opportunities Faster

Automate your business processes. Pipedrive workflow automation increases process efficiency across your organization to achieve massive lead time reduction.

Increase Productivity in Organizational Functions

Get things done faster. Automate all your workflow scenarios in Pipedrive with HappyFox workflows. Business teams get an increased capacity to focus on strategic activities.

Put your Pipedrive Workflows on Autopilot

Create complex workflows spanning across multiple Pipedrive entities like Deals, Activities, Users, or Organizations in minutes. Add multi-stage actions, conditional logic, format data, and do much more.

Automation at Scale with Integrated Apps

Processes involving actions across Pipedrive and multiple systems can be elegantly orchestrated through HappyFox Workflows.

Installation instructions

Configuring HappyFox Workflows with Pipedrive is quick and takes only a few minutes.

Steps to integrate:

  1. Log in to HappyFox Workflows.
  2. Navigate to Apps >> Pipedrive.
  3. Click "Authorize Pipedrive". You'll be redirected to Pipedrive.
  4. Log in to Pipedrive as an administrator.
  5. Click "Authorize and Install".
  6. You'll be redirected back to HappyFox Workflows. Verify the logged-in user information.
  7. Voila! You have successfully integrated Pipedrive with Happyfox Workflows!

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