Connect Pipedrive and Homebot to power AI-driven automation

Triggers when a new project is created.

Triggers when an existing organization is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

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

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Finds all variations for a specific product.

Retrieves a specific deal by its ID.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific product by its ID.

Retrieves a specific user by their ID.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Finds a project or projects by title or other fields.

Find users by name, email, or ID.

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

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

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

Creates a listings saved search for a client (using a client ID)

Create a home for a client (using a client ID)

Creates a pre-qualification/pre-approval for a Client (using a client ID)

For a given Homebot Home ID, find the attributes of that home

Update a home using the home ID

Finds a client by a given email address

Get a name, email, and phone number for a client. Check a client's language preference (locale can be english or espanol), buyer's target close date or target zip codes for purchase (market interest).

Finds a client by a given email address

Get a name, email, and phone number for a client. Check a client's language preference (locale can be english or espanol), buyer's target close date or target zip codes for purchase (market interest).

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

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

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, and other criteria. Returns multiple results.

Finds deals by any field.

Retrieves a specific activity type by ID, or returns all activity types if no ID is provided.

Retrieves a specific lead by its ID.

Retrieves a specific person by their ID.

Retrieves a specific stage by its ID.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization.

Finds persons by ID or field search.

Retrieves a specific project by its ID.

Find tasks by title, description, or other criteria.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

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

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

Creating a new client

Create a loan associated with a home (which is associated with a client)

Creates a webhook client in Homebot, which will be called when certain events occur within Homebot

Update name, phone, email, buyers access, and other client data.

Update one or more fields of a loan record

Use a normalized address to find a matching home. Very useful in scenarios when a home creation request has failed due to that address already existing in the system for a given customer.

Using a client ID, get a list of all homes associated with that client

Use a normalized address to find a matching home. Very useful in scenarios when a home creation request has failed due to that address already existing in the system for a given customer.

Using a client ID, get a list of all homes associated with that client