Pipedrive + Autopilot Journeys + JustCall Integrations
How to connect Pipedrive + Autopilot Journeys + JustCall
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Do even more with Pipedrive + Autopilot Journeys + JustCall
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Autopilot Journeys, and JustCall. And don’t forget that you can add more apps and actions to create complex workflows.
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 planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated 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 planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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
The user you want to assign as a follower.
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
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or 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
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Pipedrive are located here https://developers.pipedrive.com/docs/api/v1
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
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?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.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
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a 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
Contact Unsubscribes
Triggers when a contact unsubscribes from Autopilot.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact List
Select a list to add this contact to in Autopilot. This can be used to categorize contacts, or with the "added to list" trigger to trigger journeys.
EmailRequired
Email address of the contact. Autopilot de-duplicates based on email address. If you provide a contact with an email address that already exists in Autopilot, the contact will be updated with any new fields that you provide.
First Name
The first name of the contact.
Last Name
Last name of the contact.
Salutation
Formal title for the contact, e.g. Mr. Mrs., Dr.
Company
Title
The company position of the contact, e.g. "CEO", "CMO", "Sales Engineer", "Engineer".
Industry
Phone
Mobile
Fax
Website
Mailing Street
Mailing City
Mailing State
Mailing Postal Code
Mailing Country
Lead Owner
Lead Source
Lead Status
Twitter
LinkedIn
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Map this field to the Trigger's Email field, and any contact with this email will be unsubscribed in Autopilot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCall Updated
Triggers when you add/update notes and disposition codes for a particular call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer/Client NumberRequired
The number from which you are expecting replies. This is generally your customer's number.
JustCall Number
One of your SMS enabled numbers on JustCall. If present, JustCall will only check for replies received on this number of yours.
Country Code
If your customer/client numbers are not in international format, use this field to send country code. For example US for United States, GB for United Kingdom etc.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
Enter the recipient's number
FromRequired
Please select a number to text from. You can add new numbers from JustCall.io web portal.
BodyRequired
Add the contents of your text message here.
Date & TimeRequired
Your text message will go out on this date and at a particular time
Offset (in minutes)
Offset value is related to Date/Time. A positive offset value will add itself to scheduled date and time. Similarly, a negative value will subtract itself from schedule date and time. Ex - A value of +15 will send this text message 15 minutes after the scheduled date and time.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
Unique id of the contact
First NameRequired
First name of the contact
Last Name
Last name of the contact
Phone NumberRequired
Phone number of the contact
Email
The email address associated with the contact
Company
Company with which this contact is associated
Notes
Custom information that you need to associate with this person
Other Phone Label
Custom name of the number
Other Phone Number
Phone number of the contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
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
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
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
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a 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
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
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.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
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
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
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?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
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?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.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 foundContact Added
Triggers when a contact is newly added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact ListRequired
Select a list to add this contact to in Autopilot. This can be used to categorize contacts, or with the "added to list" trigger to trigger journeys.
EmailRequired
Email address of the contact. Autopilot de-duplicates based on email address. If you provide a contact with an email address that already exists in Autopilot, the contact will be updated with any new fields that you provide.
First Name
The first name of the contact.
Last Name
Last name of the contact.
Salutation
Formal title for the contact, e.g. Mr. Mrs., Dr.
Company
Title
The company position of the contact, e.g. "CEO", "CMO", "Sales Engineer", "Engineer".
Industry
Phone
Mobile
Fax
Website
Mailing Street
Mailing City
Mailing State
Mailing Postal Code
Mailing Country
Lead Owner
Lead Source
Lead Status
Twitter
LinkedIn
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Map this field to the Trigger's Email field, and any contact with this email will be deleted in Autopilot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is added to your JustCall address book.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Voicemail
Triggers whenever there is a new voicemail
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
Select your existing AutoDialer Campaign. You can create new campaigns from JustCall.io web portal.
PhoneRequired
Contact's Phone Number
First Name
Contact's First Name
Last Name
Enter Contact's Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.firstnameRequired
first name of the contact
lastname
last name of the contact
phoneRequired
phone number of the contact
email
email of the contact
company
company of the contact
notes
notes related to the contact
Agent ID
Will create this contact only under the specified agent associated with provided agentid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
Enter the recipient's number
FromRequired
Please select a number to text from. You can add new numbers from JustCall.io web portal.
Body
Add the contents of your text message here.
Media LinksRequired
Comma seperated links of media files. Maximum 5 links are allowed. Links should be publicly accessible and their cumulative size should not exceed 5 MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
Enter the recipient's number
FromRequired
Please select a number to text from. You can add new numbers from JustCall.io web portal.
BodyRequired
Add the contents of your text message here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Unique id of the contact
phone
Phone number of the contact
email
Email address associated with the contact
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Pipedrive + Autopilot Journeys + JustCall Integrations Work
- Step 1: Authenticate Pipedrive, Autopilot Journeys, and JustCall.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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