Pipedrive Integrations

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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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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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