Onfleet + Pipedrive

Create tasks in Onfleet for new leads in Pipedrive

Effortlessly manage new leads by setting up this efficient workflow between Pipedrive and Onfleet. When a new lead is created in Pipedrive, it will automatically create a task in Onfleet, ensuring your team stays on top of potential business opportunities. Keep your sales and delivery processes smooth and organized with this seamless automation.

When this happens...
New Lead
Triggers when a Lead is created.
TriggerScheduled
automatically do this!
Create Task
Creates a pickup or dropoff task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It

- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field 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
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
- NameRequired
- DistanceRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- Order IDRequired
Action
Write
- MerchantRequired
- ExecutorRequired
- Task TypeRequired
- Task RecipientRequired
- Location CoordinatesRequired
- AssignmentRequired
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Recipient NameRequired
- Recipient PhoneRequired
- Recipient Notes
- Longitude
- Latitude
- Address Line 1Required
- Address Line 2
- Address CityRequired
- Address State / ProvinceRequired
- Address Post Code / ZipRequired
- Address CountryRequired
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task TypeRequired
- AssignmentRequired
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- 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?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- DelayRequired
- NameRequired
Trigger
Instant
Try It
- NameRequired
- ETA ThresholdRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- Order IDRequired
Action
Write
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Address Line 1Required
- Pickup Address Line 2
- Pickup Address CityRequired
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address CountryRequired
- Pickup Details
- Dropoff Address Line 1Required
- Dropoff Address Line 2
- Dropoff Address CityRequired
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address CountryRequired
- Dropoff Details
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Location CoordinatesRequired
- Task Link OrderRequired
- AssignmentRequired
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order IDRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Details
- Dropoff Details
- Quantity
- Signature Requirement
- Photo Requirement
- Notes Requirement
Action
Write

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

Learn more

Related categories

Product Management

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 Help

Related categories

CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

Onfleet + Pipedrive

Create tasks in Onfleet for new leads in Pipedrive

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Label to Person

LabelRequired

Create Activity

SubjectRequired

Organization

Assign To

Person

Deal

Lead

Is done?

Type

Use combined date and time field?

Duration

Free/Busy

Note

Public Description

Attach File

FileRequired

File NameRequired

Deal

Person

Organization

Product

Activity ID

Note ID

Create Lead

TitleRequired

Person

Organization

Owner

Note

Pin Note to Lead?

Label

Expected Close Date

Lead Value

Lead Value Currency

Create Organization

NameRequired

Owner

Address

Create Product

NameRequired

Code

Unit

Tax percentage

Is active?

Owner

Currency

Price

Cost

Overhead Cost

Update Deal

DealRequired

Title

Status

Stage

Owner

Organization

Person

Value

Currency

Update Organization

OrganizationRequired

Owner

Name

Address

API Request (Beta)