BuyerAssist + Pipedrive
Create new BuyerAssist contacts from Pipedrive activities
Stay on top of your sales activities by instantly adding new contacts to BuyerAssist whenever there's a new activity in Pipedrive. This streamlined workflow ensures you never miss a beat as you engage with your contacts, enabling you to efficiently manage relationships and close deals faster. Save time and enhance your sales process with this seamless automation.
Stay on top of your sales activities by instantly adding new contacts to BuyerAssist whenever there's a new activity in Pipedrive. This streamlined workflow ensures you never miss a beat as you engage with your contacts, enabling you to efficiently manage relationships and close deals faster. Save time and enhance your sales process with this seamless automation.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact
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.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 found
New Assignee
Triggered when User Add or Update Task assignee.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a new contact is created in BuyerAssist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Source ID
Source SystemRequired
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone Template ID
Milestone NameRequired
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
EmailRequired
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Company ID
Email
First Name
Last Name
Title
Source ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Task IDRequired
Task Name
Task Due Date
Task Description
is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Opportunity ID Required
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
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 property nameRequired
Search property Value
Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
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 planDealRequired
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 foundNew Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a new task is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MSP IDRequired
Notes IDRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Company Id
Company nameRequired
Display nameRequired
Opportunity/Deal Id
Mutual Success Plan NameRequired
Mutual Success Plan Start DateRequired
Mutual Success Plan Close DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone IDRequired
Task NameRequired
Task Due DateRequired
Task DescriptionRequired
Is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Opportunity NameRequired
Account ID
Amount
Description
Stage Name
Close Date
Source System
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
MSP IDRequired
Task StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOPP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company NameRequired
Source ID
Source SystemRequired
External 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 foundMSP IDRequired
Milestone NameRequired
Milestone Template ID
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
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 BuyerAssist
BuyerAssist is a buyer engagement platform that enables you to provide your buyers with a single, integrated, collaborative engagement interface throughout their journey.
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.
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