Airtable + Pipedrive
Turn Pipedrive deal matching filters into Airtable records instantly
When a new deal matches a particular filter within Pipedrive, this automation will swiftly create a record for it in Airtable. Streamline your sales process by ensuring all relevant deal information is instantly and seamlessly transferred to your organizational system. Hence, you can focus more on closing the deals rather than administrative tasks.
When a new deal matches a particular filter within Pipedrive, this automation will swiftly create a record for it in Airtable. Streamline your sales process by ensuring all relevant deal information is instantly and seamlessly transferred to your organizational system. Hence, you can focus more on closing the deals rather than administrative tasks.
- When this happens...
Deal Matching FilterTriggers when a deal matches a Pipedrive filter.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RecordCreates a new record with auto-populating fields.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
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 for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
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 to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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 for an Exact Match?
NameRequired
Owner
Address
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
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
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 foundBaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCache Copy
BaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
Include file contents?
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
Include file contents?
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 Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
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 termRequired
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 for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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 for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead 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 for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBaseRequired
TableRequired
Limit to View
Include file contents?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Lookup FieldRequired
Secondary Lookup Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
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 Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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SpreadsheetsAbout 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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CRM (Customer Relationship Management)Related Zap Templates
- Add new Pipedrive deals to Airtable as records
- Update Pipedrive deals when new Airtable records are created
- Create Airtable records from updated deal stages in Pipedrive
- Create people in Pipedrive from new records in Airtable
- Create people in Pipedrive from new or updated records in Airtable
- Update Pipedrive persons when Airtable records are new or updated
- Create Pipedrive notes for new Airtable records in view
- Create new Pipedrive deals from new Airtable records
- Create new Pipedrive people from new Airtable records
- Create new Pipedrive leads from new Airtable records
- Add new Pipedrive people to Airtable as records
- Update Airtable records when new leads are added in Pipedrive
- Create Airtable records with line items for new Pipedrive activities
- Update Airtable records automatically when Pipedrive deal stages are updated
- Create notes in Pipedrive when new records are added in Airtable
- Create records in Airtable for new organizations in Pipedrive
- Create new Pipedrive deals from new Airtable records
- Update records in Airtable when deal stages in Pipedrive are updated
- Manage new leads in Pipedrive by creating or updating records in Airtable
- Create new Pipedrive activities from new Airtable records
- Manage new Pipedrive filters by creating or updating records in Airtable
- Update records in Airtable when deal matching filters occur in Pipedrive
- Create or update records in Airtable for new organizations in Pipedrive
- Create or update Airtable records when new matching activities are filtered in Pipedrive
- Update records in Airtable when new deals are created in Pipedrive
- "update Airtable records with newly updated deals from Pipedrive"
- Create or update Airtable records for new Pipedrive deals
- Update and manage records in Airtable when organizations in Pipedrive are updated
- Update Airtable records when new matching organizations are found in Pipedrive
Related Zap Templates
- Add new Pipedrive deals to Airtable as records
- Create people in Pipedrive from new records in Airtable
- Create Pipedrive notes for new Airtable records in view
- Create new Pipedrive leads from new Airtable records
- Create Airtable records with line items for new Pipedrive activities
- Create records in Airtable for new organizations in Pipedrive
- Manage new leads in Pipedrive by creating or updating records in Airtable
- Update records in Airtable when deal matching filters occur in Pipedrive
- Update records in Airtable when new deals are created in Pipedrive
- Update and manage records in Airtable when organizations in Pipedrive are updated
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- Update Pipedrive deals when new Airtable records are created
- Create people in Pipedrive from new or updated records in Airtable
- Create new Pipedrive deals from new Airtable records
- Add new Pipedrive people to Airtable as records
- Update Airtable records automatically when Pipedrive deal stages are updated
- Create new Pipedrive deals from new Airtable records
- Create new Pipedrive activities from new Airtable records
- Create or update records in Airtable for new organizations in Pipedrive
- "update Airtable records with newly updated deals from Pipedrive"
- Update Airtable records when new matching organizations are found in Pipedrive
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- Create Airtable records from updated deal stages in Pipedrive
- Update Pipedrive persons when Airtable records are new or updated
- Create new Pipedrive people from new Airtable records
- Update Airtable records when new leads are added in Pipedrive
- Create notes in Pipedrive when new records are added in Airtable