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Zapier makes it easy to integrate Pipedrive with Lexware Office - no code necessary. See how you can get setup in minutes.
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Pipedrive
Pipedrive
1. Choose trigger event
Lexware Office
Lexware Office
2. Choose action
1. Select the event
Setup
Test
Pipedrive
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Upload Document for Bookkeeping Purposes" in Lexware Office.
You’re connected!
Zapier seamlessly connects Pipedrive and Lexware Office, 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.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity 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
Location
Priority
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Pipedrive and Lexware Office with AI agents and code
Beyond Zap workflows. Call Pipedrive and Lexware Office actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Pipedrive and Lexware Office actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Upload Document for Bookkeeping Purposes
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Pipedrive and Lexware Office to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Pipedrive to Lexware Office integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Pipedrive + Lexware Office integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Lexware Office
How do I set up triggers for syncing data from Pipedrive to Lexware Office?
To set up triggers for syncing data from Pipedrive to Lexware Office, you need to choose an event in Pipedrive that will initiate the action in Lexware Office. For example, a new deal created in Pipedrive could trigger an invoice generation process in Lexware Office.
What types of actions can be automated when integrating Pipedrive with Lexware Office?
When integrating Pipedrive with Lexware Office, you can automate actions such as creating new invoices in Lexware Office when a deal is marked as won in Pipedrive, or updating customer information automatically across both platforms.
Can I customize the data fields that are synced between Pipedrive and Lexware Office?
Yes, we allow you to customize which data fields are synced between Pipedrive and Lexware Office, so you can ensure that only relevant information is exchanged. This customization helps maintain clean data management practices.
Is it possible to set up real-time updates between the two systems?
Real-time updates are possible and can be configured so that changes made in one platform are immediately reflected in the other. However, please check your plan details to confirm if real-time sync is supported for your integration setup.
What happens if there is an error during the integration process?
If an error occurs during the integration process, we provide detailed error messages that guide you towards resolving the issue. Additionally, error logs are available for deeper investigation if needed.
How secure is the data transfer between Pipedrive and Lexware Office?
Data transfer between Pipedrive and Lexware Office is secured using industry-standard encryption protocols. We prioritize your privacy and ensure sensitive information remains protected during sync operations.
Who should I contact for support if I encounter issues with my integration?
For support related issues with your integration between Pipedrive and Lexware Office, please reach out to our customer support team. They're equipped to handle technical inquiries and guide you through troubleshooting steps effectively.
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.
Lexware Office is a cloud app for german accounting. Writing offers or invoices, paying your bills or preparing your tax return is easier than ever with Lexware Office.