LiquidPlanner Classic + Pipedrive
Create tasks in LiquidPlanner Classic for new leads in Pipedrive
Stay on top of your sales process by effortlessly managing tasks in LiquidPlanner Classic whenever a new lead appears in Pipedrive. With this workflow, each time a new lead is added in Pipedrive, a task will be created in LiquidPlanner Classic, ensuring that you never miss a follow-up opportunity while saving time on manual data entry. Make your sales process seamless and efficient by integrating these powerful tools.
Stay on top of your sales process by effortlessly managing tasks in LiquidPlanner Classic whenever a new lead appears in Pipedrive. With this workflow, each time a new lead is added in Pipedrive, a task will be created in LiquidPlanner Classic, ensuring that you never miss a follow-up opportunity while saving time on manual data entry. Make your sales process seamless and efficient by integrating these powerful tools.
- When this happens...
New LeadTriggers when a Lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create a TaskCreate a new task in Liquid Planner.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
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
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
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 for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
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 By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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 for an Exact Match?
NameRequired
Owner
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 termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
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 foundSpace NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
NameRequired
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Prerequisite Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Owner
Package Name
Parent Name
Description
Delay Until
Done On
External Reference
Promise By
Max Effort
Manual Alert
Is Done Flag
Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Date
Owner
Comment
Description
Note
Link URL
Activity Name
Parent Name
Package Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Parent Package Name
Owner Name
Parent Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Parent Name
Client Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
Parent Package Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
LowRequired
HighRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Work
Low
High
Activity Name
Member Name
Is Done Flag
Done On
Work Performed On
Comment
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Checklist NameRequired
Name
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Event NameRequired
Name
Start Date
Finish Date
Parent Name
Package Name
Activity Name
Event Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Milestone NameRequired
Name
Date
Activity Name
Package Name
Parent Name
Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
Title
Description
Parent Name
Package Name
Activity Name
Delay Until
Done On
Promise By
Started On
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
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 termRequired
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 for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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 for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead 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 for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSpace NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Name
Billable Flag
Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
CommentRequired
Commentator Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Start Date
Finish Date
Owner Name
Comment
Link URL
Description
Note
Parent Name
Package Name
Activity Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
UrlRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Start TimeRequired
Finish TimeRequired
Owner Name
Comment
Link URL
Description
Note
Parent Name
Package Name
Activity Name
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Low
High
Owner Name
Description
Comment
Link URL
Note
Activity Name
Parent Name
Package Name
External Reference
Delay Until
Promise By
Max Effort
Manual Alert
Started On
Done On
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task IDRequired
Low
High
Activity Name
Restart Timer
Comment
Note
Is Done Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Commentator Name
Comment TextRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Link DescriptionRequired
Url
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Partial Day Event NameRequired
Name
Start Time
Finish Time
Package Name
Parent Name
Activity Name
Description
Max Effort
External Reference
Manual Alert
Is Done Flag
Is on Hold Flag
Is Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About LiquidPlanner Classic
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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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.
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