Pipedrive Integrations

  • Send emails from Gmail when new deals are added to a stage on Pipedrive

    Let your team know about a Pipedrive new deal - in a pipeline stage - in just one step. Use Zapier to send the new deal automatically as a Gmail outbound message.

    How It Works

    1. Add a Pipedrive new deal to a new pipeline stage
    2. Zapier sends that new deal as an outbound Gmail

    What You Need

    • Pipedrive account
    • Gmail account
  • Send Slack messages for new Pipedrive deals

    Want to be notified of new Pipedrive deals in your Slack room? Now you can do that with this Pipedrive Slack integration. Zapier will automatically keep the Slack channel of your choice up to date with info on new Deals.

    How it Works

    1. A new deal is created in Pipedrive
    2. Zapier automatically creates a message in Slack to notify you

    What you need

    • A Pipedrive account
    • A Slack account
  • Add new Pipedrive activities to Todoist as tasks

    Keeping your tasks coordinated by hand across multiple apps is a needless time-sink. Zapier can do it all for you, with no risk of typos too! After you've set up this automation it will trigger when new activity is created on Pipedrive. In response, Zapier will create a new task on Todoist for you, tracking all your action items for you.

    Note: This automation can be customized to watch for all activity, or only a specific kind, like Tasks.

    How this Pipedrive-Todoist integration works

    1. A new activity is created on Pipedrive
    2. Zapier automation adds a task on Todoist

    Apps involved

    • Pipedrive
    • Todoist
  • Post messages to a Slack channel when new deals are added to a stage on Pipedrive

    Want to share your Pipedrive new deal with your team through Slack? Rather than copy/paste, use Zapier to create a new Slack message automatically when you move a deal in Pipedrive to a new stage.

    How It Works

    1. Add a Pipedrive new deal in a pipeline stage
    2. Zapier sends that new deal as a Slack new message

    What You Need

    • Pipedrive account
    • Slack account
  • Add new Pipedrive deals to Google Sheets rows

    Do you like to use Google Sheets to maintain a detailed record of events within your company? Set up this automation, and every time new deal is created in Pipedrive, Zapier will add a new row to a selected Google Sheets spreadsheet. Automatically update your records and make sure your data is always accurate and up to date.

    How It Works

    1. A new deal is made in Pipedrive
    2. Zapier adds a new row to a selected Google Sheets spreadsheet

    What You Need

    • Pipedrive account
    • Google account
  • Create Pipedrive deals from new Facebook Lead Ads leads

    The more information your lead ads pull in, the more often you have to export them (especially since they'll be deleted within 90 days). Activate this automation, however, and you won't have to worry about a thing: Whenever a new lead is captured by your Facebook Lead Ads, Zapier will automatically create a new deal for it on Pipedrive.

    How this Facebook Lead Ads-Pipedrive integration works

    1. A new lead is captured by Facebook Lead Ads
    2. Zapier automatically creates a new deal in Pipedrive

    Apps involved

    • Facebook Lead Ads
    • Pipedrive
  • Add new Pipedrive activities to Asana as tasks

    You may set up those reminders on Pipedrive, if you've also got to mind the work on Asana, there's a chance something might fall through the cracks. Set up this automation, however, and we'll make sure it doesn't. From then on, whenever you create any activity on Pipedrive (or optionally only of a certain type), a matching task will be added to Asana as well. Use this to have deal tasks matched to the project on Asana, or catch any activity assigned to you and add it on Asana.

    How this Pipedrive-Asana integration works

    1. A new activity is created on Pipedrive
    2. Zapier automatically creates a task on Asana

    Apps involved

    • Pipedrive
    • Asana
  • Add Pipedrive deals reaching certain stages to Google Sheets rows

    Automatically record deals into a spreadsheet with this Pipedrive to Google Sheets automation. Set it up, and each time a Pipedrive deal reaches a new stage, Zapier will add a new row into a selected Google Sheets spreadsheet. Keep a detailed record of your project’s progression with this integration.

    How It Works

    1. A deal reaches a new stage in Pipedrive
    2. A new row is added to a selected Google Sheets spreadsheet

    What You Need

    • Pipedrive account
    • Google account
  • Add new Pipedrive people to MailChimp as subscribers

    Want to add subscribers to a Mailchimp list simply by adding a person to your Pipedrive account? Now you can with this Pipedrive Mailchimp integration. Zapier will automatically take new Persons added to Pipedrive and add them to the Mailchimp list of your choosing.

    How it works

    1. A Person is created in Pipedrive
    2. Zapier automatically creates a subscriber in Mailchimp

    What you need

    • A Pipedrive account
    • A Mailchimp account and a list created
  • Create Trello cards when new Pipedrive deals are added to a stage

    Trello only figures into the picture when your deal has matured, so there's no need to bother setting it up early. The only thing you need to set up, in fact, is an automation to handle it all, like this one. It will trigger whenever new deals enter a specific pipeline stage on Pipedrive, creating a new card on Trello with their information so you can address each when the time is right.

    How this Pipedrive-Trello integration works

    1. A deal is added to a pipeline stage on Pipedrive
    2. Zapier automatically creates a new card on Trello

    Apps involved

    • Pipedrive
    • Trello
  • Add new Pipedrive activities to Wunderlist as tasks

    Your CRM structures all the context and work together, but nothing beats the simplicity of a to-do list for getting things done. Get the best of both worlds with an automated connection between the two: This Zap will trigger whenever you add a new activity on Pipedrive, capturing the details and sending them over to Wunderlist so a new task can be created for you. You can have tasks created for any activity, or have this Zap trigger only on tasks, meetings, emails, calls... Whatever you need!

    How this Pipedrive-Wunderlist integration works

    1. A new activity is created on Pipedrive
    2. Zapier automatically creates a new task on Wunderlist

    Apps involved

    • Pipedrive
    • Wunderlist
  • Create Mailchimp Subscribers from New Pipedrive Deals

    Creating new deals inside of Pipedrive can instantly send information over to create a brand new subscriber to any Mailchimp list of your choosing. With the help of Zapier, this automation can help you save time by not doing any extra manual work to get people from your Pipeline over to Mailchimp.

    How it works

    1. A new deal is created in a Pipedrive pipeline
    2. Zapier uses the contact information from that deal to create a new Mailchimp subscriber

    What you'll need

    • A Pipedrive account with an active pipeline
    • A Mailchiimp account with an active list
  • Add new Typeform entries to Pipedrive as deals

    Using Typeform to gather data about your prospective deals, and Pipedrive to make sure you win your deals? You should cut time between closing those deals by automatically creating new deals in Pipedrive whenever your Typeform form is filled out. This saves you valuable time that you can instead spend talking to clients and working on your other projects.

    How It Works

    1. Zapier watches out for new Typeform entries
    2. When you get a new entry, Zapier creates a new deal in Pipedrive

    What You Need

    • Typeform account
    • Pipedrive account
  • Automatically Send Gmail Email About New Pipedrive CRM Deals

    You've just closed a deal in Pipedrive. Now, let your Gmail account automatically send you an email notification. That way, you can send an email notification to yourself or your team, or let your customer know the deal is done.

    How it Works

    Whenever you add convert a lead in Pipedrive to a deal, it'll notify Zapier. Zapier will then take that info, turn it into an email with the info you've selected, and send it to the address you want.

    What You Need

    1. A Gmail Account
    2. A Pipedrive account with active deals
  • Add new Pipedrive contacts to Google Contacts

    You have far more valuable things to do than copy contact information from one place to another. Get an automated personal assistant to do it for you by setting up this Pipedrive-Google Contacts integration. From then on, any new contact you add to Pipedrive will automatically be created on Google Contacts as well. No more missing contacts, no more manual exports.

    How It Works

    1. A new contact is created on Pipedrive
    2. Zapier automatically adds them on Google Contacts as well

    What You Need

    • Pipedrive account
    • Google Contacts account
  • Add MailChimp subscribers from Pipedrive stages

    Create brand new subscribers from different stages in Pipedrive. Use this automation, and when a Pipedrive deal reaches a new stage, Zapier will automatically add new subscribers in MailChimp. This is a perfect integration for adding new people to your email lists as they get closer to becoming a customer or client.

    How It Works

    1. A Pipedrive deal reaches a new stage in Pipedrive
    2. A new subscriber is added in MailChimp

    What You Need

    • Pipedrive account
    • MailChimp account
  • Create or update HubSpot contacts from new deals on Pipedrive

    Whether you're using both apps in tandem or migrating to HubSpot, set up this automation and you won't have to worry about missing contacts or entering them manually. It will trigger with each new deak you add on Pipedrive, automatically updating a contact on HubSpot if they exist or adding a whole new person if not.

    How this Pipedrive-HubSpot integration works

    1. A new deal is added on Pipedrive
    2. Zapier automation creates a new HubSpot contact or updates a match

    Apps involved

    • Pipedrive
    • HubSpot
  • Create Xero invoices when Pipedrive deals reach certain stages

    Time to invoice your customer? We'll get it done for you the moment those deals evolve if you set up this automation. From then on, every time you move a new deal to your chosen stage on Pipedrive, we'll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal.

    How this Pipedrive-Xero integration works

    1. A new deal is moved to a stage on a Pipedrive pipeline
    2. Zapier automatically creates a new invoice for it on Xero

    Apps involved

    • Pipedrive
    • Xero
  • Add new Pipedrive deals to Asana as tasks

    Once you've set up the deal, it's time to work until you close it. This Pipedrive-Asana integration can help you stay on track with automated task management. Once you turn it on, a new task will be created on Asana whenever a new deal is added on Pipedrive, giving you the actionable items you need to stay on top of business.

    How It Works

    1. A new deal is created on Pipedrive
    2. Zapier automatically adds a task on Asana

    What You Need

    • Pipedrive account
    • Asana account
  • Add new leads from a Facebook Lead Ads to Pipedrive as people

    Speed is essential when reaching out to new engaged users; people forget quickly. Let Zapier automation keep you moving as quickly as your marketing with this Facebook Lead Ads-Pipedrive integration. With this Zap active, we'll automatically create a person on Pipedrive whenever a new ad lead is detected on Facebook, making sure you never miss anyone.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation adds a person on Pipedrive

    What You Need

    • Facebook Lead Ads account
    • Pipedrive account
  • Create Pipedrive Deals via Gravity Forms

    Want to generate deals your Pipedrive CRM straight from a WordPress form? The Gravity Forms Pipedrive integration has you covered.

    Embed a Gravity Forms form on your WordPress site and Zapier will automatically create a Pipedrive deal when someone fills out the form.

    How It Works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically creates a deal in Pipedrive

    What You Need

    • The Gravity Forms plugin
    • The Gravity Forms Zapier add-on
    • A Pipedrive account
  • Add Pipedrive activities to Pipedrive deals reaching certain stages

    Automatically update Pipedrive activity as your deals progress when you apply this automation. Set it up, and every time a deal reaches a new stage in Pipedrive, Zapier will add new activity. Create an organized environment as you manage and monitor your ongoing deals.

    How It Works

    1. A deal reaches a new stage in Pipedrive
    2. Zapier adds activity in Pipedrive

    What You Need

    • Pipedrive account
  • Get emails for new Pipedrive deals

    Your sales team should be hard at work pursuing those deals, but spend time keeping you updated because you're too busy to check in yourself. Solution? Zapier's Pipedrive-Email integration. Set it up and will watch for new deals on Pipedrive; each one detected after that will trigger this Zap, sending you an email with all the deal information so everyone is always focused and up to speed.

    How It Works

    1. A new deal is added on Pipedrive
    2. Zapier automatically

    What You Need

    • Pipedrive account
  • Save new rows in Google Sheets as new deals in Pipedrive

    Tired of transferring ideas between multiple apps? Instead of recording each new row in Google Sheets as a new deal in Pipedrive, use Zapier to do it automatically.

    How It Works

    1. Add a new row to Google Sheets
    2. Zapier adds that information to Pipedrive as a new deal

    What You Need

    • Google account
    • Pipedrive account
  • Add new Pipedrive deals to Trello as cards

    If you're trying to ensure you take all the necessary action for your Pipedrive deals, visual tasks are a helpful aid. Set them up automatically by turning on this Pipedrive-Trello integration: It will trigger with every new deal you add to Pipedrive, adding a new card for each one to any Trello list you want.

    How this Pipedrive-Trello integration works

    1. A new card is created on Trello
    2. Zapier automatically adds a deal on Pipedrive

    Apps involved

    • Trello
    • Pipedrive

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Pipedrive Integration Details

Launched on Zapier September 17, 2012

Use Zapier with Pipedrive to automatically capture information from other apps you use and send them directly to Pipedrive. Or the other way around: Enable Pipedrive to send out signals as you work through your pipelines so information in your other apps stays up to date. By not having to manually update your CRM, you can focus on closing more deals and building more connections.

Here are some creative ways to use Pipedrive and Zapier:

  • Create a fully automated workflow without writing any code. Use Zapier to capture new Typeform submitters as Pipedrive contacts, subscribe them to your MailChimp list, and send out a personalized welcome email via Gmail.
  • Reporting made easy: Add Pipedrive deals reaching certain stages to a Google Sheets spreadsheet.
  • Add new Pipedrive contacts to Google Contacts, so you know which client is calling you on your Android phone.

Zapier combines Triggers (like "New Deal") and Actions (like "Create Person") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Pipedrive Triggers, Searches, and Actions are supported by Zapier:

New Deal

Triggers when a new deal is created.

Updated Deal

Triggers when an existing deal is updated.

New Activity

Triggers when a new activity is created.

Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.

Person Matching Filter

Triggers when a person matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

Updated Organization

Triggers when an existing organization is updated.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created.

New Note

Triggers when a new note is created.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Updated Person

Triggers when an existing person is updated.

Create Person

Creates a new person.

Create Deal

Creates a new deal.

Create Activity

Creates a new activity.

Update Person

Updates an existing person.

Attach File

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Create Note

Creates a new note.

Update Organization

Updates an existing organization.

Create Organization

Creates a new organization.

Update Deal

Updates an existing deal.

Add Follower

Adds a follower to a deal, organization, person or product.

Add Product to Deal

Adds a product to a deal.

Create Product

Creates a new product.

Find Organization

Finds an organization by name.

Find Deal

Finds a deal by name.

Find Person

Finds a person by name or email.

Find Product

Finds a product by name.

Find User

Finds a user by name or email.

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