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Pipedrive integration details
Use Zapier with Pipedrive to automatically capture information from other apps you use and send them directly to Pipedrive. Or the other way around: Enable Pipedrive to send out signals as you work through your pipelines so information in your other apps stays up to date. By not having to manually update your CRM, you can focus on closing more deals and building more connections.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- Pipedrive triggers, actions, and searchNew Lead
Triggers when a lead is created.
Try ItTriggerPolling - Pipedrive triggers, actions, and searchNew Note
Triggers when a new note is created.
Try ItTriggerInstant - Pipedrive triggers, actions, and searchNew Organization
Triggers when a new organization is created.
Try ItTriggerInstant - Pipedrive triggers, actions, and searchDeleted Person
Triggers when an existing person is deleted.
Try ItTriggerInstant - Filter ID
- Status
- Board ID
- Phase ID
Try ItTriggerPolling- Filter By
- Field to Watch for Changes On
Try ItTriggerInstant- Person_fields
Try ItTriggerInstant- Person IDRequired
- Label IDRequired
ActionWrite- Product IDRequired
- Product Variation IDRequired
ActionWrite- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionWrite- Follower User IDRequired
- Choose where to add the followerRequired
ActionWrite- ContentRequired
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
ActionWrite- Person Name
- Email Addresses
- Phone Numbers
ActionWrite- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionWrite- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
ActionWrite- Copy_null
- Deal IDRequired
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionWrite- Organization to UpdateRequired
- Organization Name
- Organization Address
ActionWrite- Copy_null
- Product IDRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionWrite- TaskRequired
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
ActionWrite- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
ActionSearch- Search type
- Include file data
ActionSearch- Activity Type ID
ActionSearch- Lead IDRequired
ActionSearch- Person IDRequired
ActionSearch- Stage IDRequired
ActionSearch- Search for an Exact Match?
ActionSearch- Search ByRequired
ActionSearch- Search type
ActionSearch- Project IDRequired
ActionSearch- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionSearch- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionSearch or write- Search type
- Organization NameRequired
- Organization Address
ActionSearch or write- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionSearch or write- Search TermRequired
- Exact Match?
- Assignee
- Project IDRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task ID
ActionSearch or write
- Pipedrive triggers, actions, and searchNew Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Pipedrive triggers, actions, and searchNew Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling- Pipedrive triggers, actions, and searchNew Person
Triggers when a new person is created.
Try ItTriggerInstant - FilterRequired
Try ItTriggerPolling- Stage in pipeline
Try ItTriggerInstant- Org_fields
Try ItTriggerInstant- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
ActionWrite- Deal IDRequired
- Add Multiple Products?
ActionWrite- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionWrite- FileRequired
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
ActionWrite- TitleRequired
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
ActionWrite- Organization NameRequired
- Organization Address
ActionWrite- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
ActionWrite- TitleRequired
- Project IDRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
ActionWrite- Activity to UpdateRequired
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
ActionWrite- Lead IDRequired
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
ActionWrite- Copy_null
- Person to UpdateRequired
- Person Name
- Email Addresses
- Phone Numbers
ActionWrite- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- PersonRequired
- Include file data
ActionSearch- ProductRequired
ActionSearch- Deal IDRequired
ActionSearch- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionSearch- Product IDRequired
ActionSearch- User IDRequired
ActionSearch- Note IDRequired
ActionSearch- Search type
ActionSearch- Search type
ActionSearch- Field to Search ByRequired
- Search TermRequired
- Exact Match
ActionSearch- Field to search byRequired
ActionSearch- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
ActionSearch or write- Search type
- Person Name
- Email Addresses
- Phone Numbers
ActionSearch or write- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
ActionSearch or write