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Meisterplan + Pipedrive Integrations

How to connect Meisterplan + Pipedrive

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Supported triggers and actions

What does this mean?
  • Meisterplan triggers, actions, and search
    Create Project
    Adds a new project to Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create Resource
    Adds a new resource with the default calendar to Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create Role
    Adds a new role to Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Update Resource Absence
    Update the absence for a resource in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create or Update Actual Time Worked
    Create or update Actual Time Worked entries for a specific project and resource/role in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Create or Update Allocation
    Creates or updates an allocation for a specific project and resource/role in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Update Project
    Updates a specific project in Meisterplan.
    Action
    Write
  • Meisterplan triggers, actions, and search
    Update Resource
    Updates a specific resource in Meisterplan.
    Action
    Write
  • Meisterplan

    Updates a specific role in Meisterplan.

    Scheduled

    Action

  • Meisterplan

    Finds a project by name.

    Scheduled

    Action

  • Meisterplan

    Finds a resource by email.

    Scheduled

    Action

  • Meisterplan

    Finds a role by name.

    Scheduled

    Action

  • Meisterplan

    Finds a project by key.

    Scheduled

    Action

  • Meisterplan

    Finds a resource by key.

    Scheduled

    Action

  • Meisterplan

    Finds a resource or role.

    Scheduled

    Action

  • Meisterplan

    Finds a project by name.

    Scheduled

    Action

  • Meisterplan

    Finds a resource by email.

    Scheduled

    Action

  • Meisterplan

    Finds a role by name.

    Scheduled

    Action

  • Meisterplan

    Finds or creates a project by key.

    Scheduled

    Action

  • Meisterplan

    Finds or creates a resource by key.

    Scheduled

    Action

  • Pipedrive

    Triggers when a new activity is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an activity matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new deal is created.

    Instant

    Trigger

  • Pipedrive

    Triggers when a deal matches a Pipedrive filter.

    Scheduled

    Trigger

  • 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 lead.

    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 a lead by title or field value.

    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 a lead 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 Meisterplan + Pipedrive Integrations Work

  1. Step 1: Authenticate Meisterplan 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.
Connect apps

Pipedrive Tutorials

meisterplan logo
meisterplan logo

About Meisterplan

Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio level and helps you make plans that work.

Related categories

  • Project Management
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.
Learn more

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