Loading

Katana + Pipedrive Integrations

How to connect Katana + Pipedrive

Zapier lets you send info between Katana and Pipedrive automatically—no code required.

When this happens...
automatically do this!
Katana logo
Katana logo
Pipedrive logoPipedrive logo

Do Even More with Katana + Pipedrive

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Katana + Pipedrive workflows do more for them.

  • Lighthouse By Cloudify logo

    Zapier users love adding Lighthouse By Cloudify to their workflows

Supported triggers and actions

What does this mean?
  • Katana triggers, actions, and search
    Create Customer
    Creates a customer.
    Action
    Write
  • Katana triggers, actions, and search
    Create Sales Order
    Creates a new sales order.
    Action
    Write
  • Katana triggers, actions, and search
    Find Customer
    Find a customer by name, email, or phone number
    Action
    Search
  • Katana triggers, actions, and search
    Find or Create Customer
    Find an existing customer, or create a new customer if one is not found.
    Action
    Search or write
  • Pipedrive triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Scheduled
  • Pipedrive triggers, actions, and search
    Activity Matching Filter
    Triggers when an activity matches a Pipedrive filter.
    Trigger
    Scheduled
  • Pipedrive triggers, actions, and search
    New Deal
    Triggers when a new deal is created.
    Trigger
    Instant
  • Pipedrive triggers, actions, and search
    Deal Matching Filter
    Triggers when a deal matches a Pipedrive filter.
    Trigger
    Scheduled
  • Pipedrive

    Triggers when a Lead is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new organization is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an organization matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new person is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a person matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a deal's stage is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing deal is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing organization is updated.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an existing person is updated.

    Scheduled

    Trigger

  • Pipedrive

    Adds a product to a deal.

    Scheduled

    Action

  • Pipedrive

    Creates a new activity.

    Scheduled

    Action

  • Pipedrive

    Creates a new deal.

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

    Creates a new lead.

    Scheduled

    Action

  • Pipedrive

    Creates a new note.

    Scheduled

    Action

  • Pipedrive

    Creates a new organization.

    Scheduled

    Action

  • Pipedrive

    Creates a new person.

    Scheduled

    Action

  • Pipedrive

    Creates a new product.

    Scheduled

    Action

  • Pipedrive

    Updates an existing activity.

    Scheduled

    Action

  • Pipedrive

    Updates an existing deal.

    Scheduled

    Action

  • Pipedrive

    Updates an existing organization.

    Scheduled

    Action

  • Pipedrive

    Updates an existing person.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name.

    Scheduled

    Action

  • Pipedrive

    Finds an organization.

    Scheduled

    Action

  • Pipedrive

    Finds a person.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name.

    Scheduled

    Action

  • Pipedrive

    Finds a product or products by name, ID, or product code (with line item support).

    Scheduled

    Action

  • Pipedrive

    Finds a user by name, email or ID.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

  • Pipedrive

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

    Scheduled

    Action

How Katana + Pipedrive Integrations Work

  1. Step 1: Authenticate Katana and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Pipedrive Tutorials

katana-mrp logo
katana-mrp logo
katana-mrp logo

About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

Related categories

  • eCommerce
pipedrive logo
pipedrive logo
pipedrive logo

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.

Similar Apps

Zoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Zendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
Agile CRM integrations

Agile CRM

CRM (Customer Relationship Management)

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’sTerms of Service