HelpCrunch + Pipedrive
Add new Pipedrive people as HelpCrunch customers
When a new person is created in Pipedrive, this template searches for a matching customer in HelpCrunch. If nothing is found, it creates a customer in HelpCrunch.
When a new person is created in Pipedrive, this template searches for a matching customer in HelpCrunch. If nothing is found, it creates a customer in HelpCrunch.
- When this happens!
New PersonTriggers when a new person is created.
TriggerInstantThis event starts a Zap instantly.
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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 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 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 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
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
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 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 appSearch 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 found
About HelpCrunch
HelpCrunch is a customer communication platform offering live chat for web and mobile apps, knowledge base, and email automation software.
Related categories
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Related categories
Related Zap Templates
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- Add new Pipedrive people to Google Ads Custom Lists
- Create Pipedrive deals from new Facebook Lead Ads leads
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- Create Pipedrive deals from new Squarespace Forms form submissions
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- Create Pipedrive deals for new form submissions in Webflow
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- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Add or update Pipedrive people for new Calendly invitees
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Create Pipedrive deal for new Calendly event invitees
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Create Pipedrive leads from new inbound emails in Email by Zapier
- Create Wave customers from new Pipedrive deals
- Add new Pipedrive activities to Todoist as tasks
- Add new Calendly invitees as Pipedrive leads
- Add new Leadpages form submissions as Pipedrive deals
- Add new Pipedrive deals to Excel spreadsheets
- Create new Pipedrive notes from new ai summaries in Fathom
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- Create Pipedrive persons for new Apollo contacts
- Create Pipedrive leads from new form submissions in Squarespace Forms
- Update Pipedrive deals when new PandaDoc documents are completed
- Add new Pipedrive leads to Google Ads customer list as contacts with email
- Save new rows in Google Sheets as deals in Pipedrive
- Add contacts to a Google Ads customer list for new deals on Pipedrive
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Create Pipefy cards for new Pipedrive deals added to stages
- Create Pipedrive leads from new form submissions in Leadpages
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- Create Trello cards when new Pipedrive deals are added to a stage
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- Create tasks in Sunsama for new activities in Pipedrive
- Send Offline Conversion to Google Ads for New Lead in Pipedrive
- Create Google Ads conversions from new Pipedrive leads
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- Update opportunity statuses in Ramsey Pro Portal for newly updated deal stages in Pipedrive
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Create Pipedrive deals from new Quotient quotes
- Add new persons in Pipedrive to Mailchimp
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- Add new companies from Crunchbase saved search to Pipedrive
- Create Pipedrive people for new invitee created events in Calendly
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Create Pipedrive activities every month
- Create Pipedrive deals for new emails on Gmail
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Create Pipedrive deals from new Google Forms responses
- Add contacts to a Google Ads customer list for new persons on Pipedrive
- Create Pipedrive deals from new emails parsed by mailparser.io
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- Send emails via Gmail when new Pipedrive deals reach certain stages
- Update Pipedrive deals when new Calendly invitees are created
- Add Contact to Customer List With Email in Google Ads for Deal Matching Filter in Pipedrive
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- Create new Pipedrive persons from new Wix forms
- Add new Mailchimp subscribers to Pipedrive as deals
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- Add new Pipedrive leads as Klaviyo subscribers
- Add new Pipedrive deals to existing Google Sheets rows
- Send Slack messages for new Pipedrive leads
- Create new Pipedrive deals from new Facebook Lead Ads leads
- Add new Mailchimp subscribers to Pipedrive as people
- Add new Pipedrive activities to Asana as tasks
- Create Xero invoices when new Pipedrive deals reach certain stages
- Create Pipedrive deals from new WooCommerce orders
- Send Slack channel messages for new updated deals stages in Pipedrive
- Create Pipedrive deals for new Facebook Lead Ads leads
- Add new Wufoo entries to Pipedrive as deals
- Create deals on Pipedrive for new submissions on Ninja Forms
- Create new Pipedrive leads from new Wix forms submissions
- Create ClickUp tasks from new Pipedrive leads
- Add new Bind ERP prospects to Pipedrive as people
- Create leads in Pipedrive with new leads in Curb Hero
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Send SMS messages via ClickSend SMS to newly-added persons in Pipedrive CRM
- Create deals for new person records in Pipedrive
- Create deals on Pipedrive for new calls on CallRail
Related Zap Templates
- Add new Unbounce form submissions to Pipedrive as deals
- Send funnel events to Facebook Conversions from Pipedrive
- Create Pipedrive deals for new leads in Google Ads
- Create persons on Pipedrive with new Perspective leads information
- Add new Pipedrive contacts as Brevo subscribers
- Add new Purchased Barks to Pipedrive
- Create Pipedrive deals from new Gravity Forms submissions
- Create Pipedrive deals with new incoming emails
- Create Pipedrive deals for new form submissions in Webflow
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Create Pipedrive deal for new Calendly event invitees
- Create Wave customers from new Pipedrive deals
- Add new Leadpages form submissions as Pipedrive deals
- Add new Pipedrive contacts to Google Contacts
- Update Pipedrive deals when new PandaDoc documents are completed
- Add contacts to a Google Ads customer list for new deals on Pipedrive
- Create Pipedrive leads from new form submissions in Leadpages
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Create Google Ads conversions from new Pipedrive leads
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Create Pipedrive deals from new emails parsed by mailparser.io
- Add new Pipedrive persons to Mailchimp
- Add Contact to Customer List With Email in Google Ads for Deal Matching Filter in Pipedrive
- Add new Mailchimp subscribers to Pipedrive as deals
- Add new Pipedrive deals to existing Google Sheets rows
- Add new Mailchimp subscribers to Pipedrive as people
- Create Pipedrive deals from new WooCommerce orders
- Add new Wufoo entries to Pipedrive as deals
- Create ClickUp tasks from new Pipedrive leads
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Create deals on Pipedrive for new calls on CallRail
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add new Pipedrive people to Google Ads Custom Lists
- Add new Pipedrive deals to Google Sheets rows
- Send Offline Conversion to Google Ads for Updated Deal Stage in Pipedrive
- Add new Webflow form submissions as Pipedrive leads
- Add offline conversions in Google Ads for new Pipedrive deals
- Add new Typeform entries to Pipedrive as deals
- Create Pipedrive deals from new Squarespace Forms form submissions
- Create Pipedrive Persons from new TikTok Lead Generations leads
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- Add new Facebook Lead Ads leads as Pipedrive leads
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- Create Pipedrive deals from new Quotient quotes
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- Create Pipedrive deals from newly-updated rows on Google Sheets
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- Find or create Pipedrive organizations when new companies are added to Crunchbase lists
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- Send Slack channel messages for new updated deals stages in Pipedrive
- Create deals on Pipedrive for new submissions on Ninja Forms
- Add new Bind ERP prospects to Pipedrive as people
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- Create Pipedrive deals from new invitees in Calendly
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- Add new Pipedrive people to Google Ads Customer Lists
- Add new leads from Facebook Lead Ads to Pipedrive
- Create offline conversions in Google Ads with updated Pipedrive deals
- Add new Pipedrive deals reaching certain stages to Google Sheets rows
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Create Pipedrive leads from new inbound emails in Email by Zapier
- Add new Calendly invitees as Pipedrive leads
- Create new Pipedrive notes from new ai summaries in Fathom
- Create Pipedrive leads from new form submissions in Squarespace Forms
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- Create Trello cards when new Pipedrive deals are added to a stage
- Send Offline Conversion to Google Ads for New Lead in Pipedrive
- Update opportunity statuses in Ramsey Pro Portal for newly updated deal stages in Pipedrive
- Add new persons in Pipedrive to Mailchimp
- Create Pipedrive people for new invitee created events in Calendly
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- Add contacts to a Google Ads customer list for new persons on Pipedrive
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- Update Pipedrive deals when new Calendly invitees are created
- Create new Pipedrive persons from new Wix forms
- Add new Pipedrive leads as Klaviyo subscribers
- Create new Pipedrive deals from new Facebook Lead Ads leads
- Create Xero invoices when new Pipedrive deals reach certain stages
- Create Pipedrive deals for new Facebook Lead Ads leads
- Create new Pipedrive leads from new Wix forms submissions
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- Create deals for new person records in Pipedrive