Emma + Pipedrive
Find and update Emma members for updated contacts in Pipedrive
Keep your email list accurate with the latest details from your CRM. This workflow updates a member in Emma whenever a person’s information is updated in Pipedrive. It first finds the member by email in Emma and then applies the updates, ensuring your email marketing stays in sync with your CRM data.
Keep your email list accurate with the latest details from your CRM. This workflow updates a member in Emma whenever a person’s information is updated in Pipedrive. It first finds the member by email in Emma and then applies the updates, ensuring your email marketing stays in sync with your CRM data.
- When this happens...
Updated PersonTriggers when an existing person is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Get Member by EmailGet detailed information about a member by email address.
ActionSearchFind existing data in your app - then do this!Update Member
Update a member by member ID.
ActionWriteCreate a new record or update an existing record in your app.
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New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Field Created
Triggers when a new member field is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Field Updated
Triggers when a field is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Group Deleted
Triggers when a group is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing Finished
Triggers when a mailing is finished.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Added to Group
Triggers when a member is added to a group.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Removed From Group
Triggers when a member is removed from a group.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Updated
Triggers when a member is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing Forwarded
Triggers when a mailing is forwarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing Shared
Triggers when a member shares a mailing.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Unsubscribed
Triggers when a subscriber opts-out.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member IDRequired
Status
Mailing ID
Source Member IDRequired
Created AtRequired
Updated At
SourceRequired
Cancelled Reason
SubtotalRequired
Shipping CostRequired
TaxRequired
Total CostRequired
Source Order IDRequired
Product IDsRequired
Product PricesRequired
Product QuantitiesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Group IDRequired
To Group IDRequired
Member Status IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shortcut NameRequired
Display nameRequired
Widget TypeRequired
Options
Column OrderRequired
Field Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CriteraRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
Group IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
SMS Phone Number
SMS Promotional Status
SMS Transactional Status
Group Ids
Field Triggers
Subscriber Consent Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
Order IDRequired
Status
Updated At
Cancelled Reason
Cancelled At
Subtotal
Shipping Cost
Tax
Total Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCount
Start
End
Sort Column
Sort Order
Source
Source Product ID
SKU
Name
Price
Product URL
Image URL
Categories
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
EmailRequired
SMS Phone Number
SMS Promotional Status
SMS Transactional Status
Group Ids
Field Change Autoresponders
Subscriber Consent Tracking
Signup Form ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Owner
Filter
Mark as done
Organization
Deal
Lead
Project
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
Exact Match
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField Deleted
Triggers when a field is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Group Created
Triggers when a new member group is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Group Updated
Triggers when a group is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Member Added
Triggers when a new member is added to your audience.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Deleted
Triggers when a member is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Member Status Updated
Triggers when a member's status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing Clicked
Triggers when a mailing is clicked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing Opened
Triggers when a mailing is opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing Share Clicked
Triggers when a member shares a link to a mailing and someone clicks on it.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing IdRequired
Member IdRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMember IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Event NameRequired
DataRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source
Source Product ID
Product Name
Source Variant IDs
Variant Names
Variant SKUs
Variant Prices
Variant Product URL
Variant Image URL
Categories
Deleted At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Mailing IDRequired
Member IDRequired
Recipient Emails
Heads Up Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
SMS Phone Number
SMS Promotional Status
SMS Transactional Status
Group Ids
Field Change Autoresponders
Subscriber Consent Tracking
Signup Form ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMailing IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMailing IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMailing IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
SMS Phone Number
SMS Promotional Status
SMS Transactional Status
Group Ids
Field Change Autoresponders
Subscriber Consent Tracking
Signup Form ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
