Connecteam + Pipedrive
Create new jobs in Connecteam for every new deal in Pipedrive
Simplify your workflow and save time with this process. When a new deal is logged in Pipedrive, a corresponding job is created within Connecteam. This efficient automation will streamline your sales and operation process, ensuring tasks are promptly assigned, improving productivity and keeping your team synchronized.
Simplify your workflow and save time with this process. When a new deal is logged in Pipedrive, a corresponding job is created within Connecteam. This efficient automation will streamline your sales and operation process, ensuring tasks are promptly assigned, improving productivity and keeping your team synchronized.
- When this happens...
New DealTriggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create JobCreates a new job in the app.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
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.Person IDRequired
Label IDRequired
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
Deal Owner
Associated Organization ID
Associated Person ID
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.Follower User IDRequired
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 ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
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.Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
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
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
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.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
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 ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStage IDRequired
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 appProject IDRequired
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 appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional 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
Organization NameRequired
Organization 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 type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct 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 foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task 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 found
New User
Triggers when a new user is added (real time trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archive by phone numberRequired
User ID
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time ClockRequired
Assigned UserRequired
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Code
Description
Color
Address
Qualified Users or Groups
TitleRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned Task BoardRequired
Assigned Users
TitleRequired
Task Labels
Task StatusRequired
Start TimeRequired
Due DateRequired
Description
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Clock
UserRequired
Policy TypeRequired
All DayRequired
StartRequired
EndRequired
TimezoneRequired
StatusRequired
Employee Note
Manager (admin) Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Title
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation (Team/Channel)Required
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form IDRequired
Form Submission IDRequired
Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
UserRequired
IndicatorRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned UserRequired
Policy NameRequired
BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Name
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appForm IDRequired
User ID
Submission Start Date
Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appTask BoardRequired
Label TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
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 ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
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 User ID
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
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
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
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
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 appField to Search ByRequired
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
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
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
Person Name
Email Addresses
Phone Numbers
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 ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUser Archived
Triggers when a user is archived
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user field was edited (real-time trigger).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time ClockRequired
Assigned UserRequired
Timezone
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Job Code
Description
Address
Users or Groups
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift title
Color
Shift StartRequired
Shift EndRequired
Timezone
Is this an Open Shift?
Does this shift require admin approval?
Do you want to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned user
Time ClockRequired
TimezoneRequired
Start TimeRequired
End TimeRequired
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone NumberRequired
User TypeRequired
Email Address
Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule IDRequired
Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient UserRequired
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift IDRequired
Shift Title
Shift Start
Shift End
TimeZone
Is this an Open Shift?
Does this shift require admin approval?
Do you what to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
Color
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.SearchFind existing data in your appForm NameRequired
Form Submission IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScheduler IDRequired
Shift StartRequired
Shift EndRequired
Shift ID
Shift Title
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSub-Job Title
Sub-Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Phone Number
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
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