Connect Pipedrive and Vitally to unlock the power of automation

Triggers when a new project is created.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization

Updates an existing product.

Updates an existing task.

Finds an activity by subject.

Enter a keyword or phrase as a static value or as a dynamic value (

Finds a lead by title or field value.

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Finds an organization.

Finds a product or products by name, ID, or product code (with line item support).

Finds a project or projects by title or other fields.

Find a user by name, email, or ID.

Finds multiple deals by title, notes or custom fields.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.

Lists all Custom Object Instances

Triggers when a Custom Object Instance is created

Triggers when an indicator is activated for a customer

Triggers when a Customer first enters a Segment

Creates a Custom Object Instance in Vitally

Creates a Note in Vitally

Creates a project in Vitally for the specified template

Creates a Task in Vitally

Update some of the specified customer's traits

Update some of the specified organization's traits

Update some of the specified user's traits

Finds a custom object instance in Vitally

Finds a note in Vitally

Finds a task in Vitally

Finds a Teammate by email

Finds a note in Vitally

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization.

Creates a new product.

Creates a new task.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds multiple Deals associated with a Person with enhanced data (with line item support).

Finds a deal by any field.

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds a person.

Finds a product by name.

Searches for tasks by title, description, or other criteria.

Finds an activity by subject, or creates one if none is found.

Finds a deal by name, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by name, or creates one if none are found.

Triggers when a Custom Object Instance is updated

Triggers when an indicator is no longer active at a customer

Triggers when a Customer exits a Segment

Creates an Message in Vitally

Create an NPS response

Add a customer to a segment

Creates a new analytics track (charge, click, etc.) in Vitally

Update some of the specified instance's traits

Update the status

Finds a customer by id (vitally or external) or name

Finds an Event by name

Finds a organization by id (vitally or external) or name

Finds a user by id (vitally or external), name, or email

Finds a custom object instance in Vitally

Finds a task in Vitally