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Set up your first integration
Quickly connect Discord to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Discord with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from Discord.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Discord and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ChannelRequired
Try ItTriggerPolling- Channel typeRequired
- Emoji
- Limitation_notice
Try ItTriggerPolling- Forum Channel
- Ignore previously archived Posts?Required
Try ItTriggerPolling- Role Assigned to User
Triggers when a role is assigned to a user.
Try ItTriggerPolling
- New User Added
Triggers when a new user joins the Discord Server.
Try ItTriggerPolling - Forum ChannelRequired
Try ItTriggerPolling- Channel typeRequired
- Member
Try ItTriggerPolling- UserRequired
- RoleRequired
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Learn how to automate Discord on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Frequently Asked Questions about Discord + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Discord and Pipedrive
How can I set up a trigger in Discord to create a deal in Pipedrive?
To set up a trigger in Discord that creates a deal in Pipedrive, you'll need to choose 'New Message Posted to Channel' as the event in Discord. Then, map the information from the message to fields required to create a new deal in Pipedrive, such as the deal title or person name.
Is it possible to update a contact in Pipedrive when there is new activity on Discord?
Yes, you can update a contact in Pipedrive when there is new activity on Discord by selecting the appropriate trigger (like 'New Message' or 'User Join') and then mapping it to an 'Update Person' action within Pipedrive. You'll just need to define which fields should be updated based on the activity.
Can I send automatic messages in a Discord channel when a deal stage changes in Pipedrive?
Certainly! You can set up an integration where anytime a deal stage changes in Pipedrive, an automatic message is sent in your designated Discord channel. This helps keep your team informed about sales progress directly within their communication app.
What do I need to do to have Discord notify me of upcoming tasks from Pipedrive?
To receive notifications of upcoming tasks from Pipedrive into Discord, choose 'Task Reminder' as your trigger event from Pipedrive and link it with sending messages action on Discord. Configure which channel or user should receive this notification for seamless task management alerts.
How do we automate sending lead profile information from Discord to our CRM?
To automate lead profile information transfer from Discord into your CRM system like Pipedrive, select an appropriate trigger such as 'New Guild Member' and add it as input data for action related to adding or updating leads within your CRM. Configure necessary mappings tailored for accurate data transfer.
What happens if there's an error during the integration process between these two apps?
If there's an error during the integration process between these apps, check our error logs available on your dashboard for detailed information. We offer troubleshooting guides and support channels that help diagnose common problems such as authentication issues or incorrect configuration setups.
Which permissions are needed on both platforms for setting up this integration successfully?
Make sure you have admin access on both platforms before setting up integrations between them. On Discord, you'll need permissions like reading messages if triggering off message-related events; while on Pipedrive, permissions might include access rights related to deals and contacts operations.