• AI-FM logoAI-FM logo
  • Pipedrive logoPipedrive logo

AI-FM + Pipedrive Integrations

How to connect AI-FM + Pipedrive

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  • AI-FM triggers, actions, and search
    New Customer
    Triggers when a new support Customer is created.
    Trigger
    Instant
  • AI-FM triggers, actions, and search
    New Customer Service Location
    Triggers when a new support customer service location is created.
    Trigger
    Instant
  • AI-FM triggers, actions, and search
    New Invoice
    Triggers when a new support invoice is created.
    Trigger
    Instant
  • AI-FM triggers, actions, and search
    New Job
    Triggers when a new job is created.
    Trigger
    Instant
  • AI-FM triggers, actions, and search
    New Worker
    Triggers when a new support worker is created.
    Trigger
    Instant
  • AI-FM triggers, actions, and search
    Create Customer
    Creates a Customer.
    Action
    Write
  • AI-FM triggers, actions, and search
    Create Job
    Creates a new Job.
    Action
    Write
  • AI-FM triggers, actions, and search
    Create Worker
    Creates a Worker.
    Action
    Write
  • Pipedrive

    Triggers when a new activity is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an activity matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new deal is created.

    Instant

    Trigger

  • Pipedrive

    Triggers when a deal matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a Lead is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new organization is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an organization matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new person is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a person matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a deal's stage is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing deal is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing organization is updated.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an existing person is updated.

    Scheduled

    Trigger

  • Pipedrive

    Adds a product to a deal.

    Scheduled

    Action

  • Pipedrive

    Creates a new activity.

    Scheduled

    Action

  • Pipedrive

    Creates a new deal.

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

    Creates a new lead.

    Scheduled

    Action

  • Pipedrive

    Creates a new note.

    Scheduled

    Action

  • Pipedrive

    Creates a new organization.

    Scheduled

    Action

  • Pipedrive

    Creates a new person.

    Scheduled

    Action

  • Pipedrive

    Creates a new product.

    Scheduled

    Action

  • Pipedrive

    Updates an existing activity.

    Scheduled

    Action

  • Pipedrive

    Updates an existing deal.

    Scheduled

    Action

  • Pipedrive

    Updates an existing organization.

    Scheduled

    Action

  • Pipedrive

    Updates an existing person.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name.

    Scheduled

    Action

  • Pipedrive

    Finds an organization.

    Scheduled

    Action

  • Pipedrive

    Finds a person.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name.

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

    Finds a user by name, email or ID.

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

How AI-FM + Pipedrive Integrations Work

  1. Step 1: Authenticate AI-FM and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Pipedrive Tutorials

ai-fm logo
ai-fm logo

About AI-FM

AI FM is a B2B company based on a new concept, namely “Intelligence as a Service” (IaaS) on demand

Related categories

pipedrive logo
pipedrive logo

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.

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