Livespace + Pipedrive
Create notes for new Pipedrive leads in Livespace
Easily keep track of new leads in Pipedrive by adding a note for them in Livespace with this efficient workflow. Whenever a new lead is created in Pipedrive, a corresponding person note will be added in Livespace, ensuring you never miss out on any important information. This automation helps to streamline your sales process and enhances lead management between the two apps.
Easily keep track of new leads in Pipedrive by adding a note for them in Livespace with this efficient workflow. Whenever a new lead is created in Pipedrive, a corresponding person note will be added in Livespace, ensuring you never miss out on any important information. This automation helps to streamline your sales process and enhances lead management between the two apps.
- 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!
Add Person NoteAdds a note to existing person.
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 found
New Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChange in Deal Stage
Triggers when deal stage is changed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Cost IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Product IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
Company nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person
Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Person additional fields
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company name
Company tax number
Company email
Company phone
Company id
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal nameRequired
Status
Deal id
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
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 foundNew Company
Triggers when a new company is added.
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 added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChange in Deal Status
Triggers when deal status is changed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task nameRequired
Date from
Date to
Description
Company
Person
Deal
Responsible user ID
Type ID
Status ID
Is done
Is private
Priority
Additional fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
Tags to remove
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.Deal name
Status
Deal id
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany nameRequired
Company tax number
Company email
Company phone
Company id
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
Person firstname and lastnameRequired
Person emails
Person phones
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Livespace
Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
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