Pipedrive + ConvertKit Integrations

How to connect Pipedrive + ConvertKit

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Create notes in Pipedrive for new ConvertKit subscribers

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Create Pipedrive deals for new ConvertKit sequence subscribers

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Create Pipedrive deals for new ConvertKit tag subscribers

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Create Pipedrive activities for new ConvertKit subscribers

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Add new ConvertKit form subscribers as deals in Pipedrive

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Update Pipedrive deals when new ConvertKit tag subscribers are added

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Create notes in Pipedrive for new ConvertKit subscribers

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Create Pipedrive deals for new ConvertKit sequence subscribers

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Create Pipedrive deals for new ConvertKit tag subscribers

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Create Pipedrive activities for new ConvertKit subscribers

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Add new ConvertKit form subscribers as deals in Pipedrive

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Update Pipedrive deals when new ConvertKit tag subscribers are added

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Add matched Pipedrive filters to ConvertKit sequences as subscribers
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Pipedrive + ConvertKit
Add new ConvertKit form subscribers as persons in Pipedrive
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ConvertKit + Pipedrive
Add tags to ConvertKit subscribers for new Pipedrive activities
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Pipedrive + ConvertKit
Add tags to ConvertKit subscribers from new Pipedrive leads
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Pipedrive + ConvertKit

Add matched Pipedrive filters to ConvertKit sequences as subscribers

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Pipedrive + ConvertKit

Add new ConvertKit form subscribers as persons in Pipedrive

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ConvertKit + Pipedrive

Add tags to ConvertKit subscribers for new Pipedrive activities

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Pipedrive + ConvertKit

Add tags to ConvertKit subscribers from new Pipedrive leads

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Pipedrive + ConvertKit

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- Stage in Pipeline
Trigger
Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
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- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- 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
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
- Note
- Type
- Organization
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
- 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 termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- 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
New Purchase
Triggers when a new purchase is added to your account.
Trigger
Instant
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New Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
Instant
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New Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Trigger
Instant
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- Transaction IDRequired
- EmailRequired
- Subtotal
- Tax
- Shipping
- Discount
- Total
- Currency
- Transaction Time
- Status
- Product nameRequired
- Product IDRequired
- Product SKU
- Product price
- Product quantity
Action
Write
- TagRequired
- EmailRequired
- First Name
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- Email AddressRequired
Action
Search

- Filter IdRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
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Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
- Note
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
- Welcome
Action
Write
- SubjectRequired
- Assigned To
- Type
- Filter
- Status
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
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Due Date and Time
- Duration
- Note
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
- FormRequired
Trigger
Instant
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- SequenceRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- FormRequired
- EmailRequired
- First Name
- Optin to Sequence
Action
Write
- SequenceRequired
- EmailRequired
- First Name
Action
Write
- Subscriber EmailRequired
- TagRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

How Pipedrive + ConvertKit Integrations Work

Step 1: Authenticate Pipedrive and ConvertKit.
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.

Connect apps

Connect Pipedrive + ConvertKit

Pipedrive Tutorials

ConvertKit Tutorials

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

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CRM (Customer Relationship Management)

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About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Help

Related categories

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Pipedrive + ConvertKit Integrations

How to connect Pipedrive + ConvertKit

Create notes in Pipedrive for new ConvertKit subscribers

Create Pipedrive deals for new ConvertKit sequence subscribers

Create Pipedrive deals for new ConvertKit tag subscribers

Create Pipedrive activities for new ConvertKit subscribers

Add new ConvertKit form subscribers as deals in Pipedrive

Update Pipedrive deals when new ConvertKit tag subscribers are added

Create notes in Pipedrive for new ConvertKit subscribers

Create Pipedrive deals for new ConvertKit sequence subscribers

Create Pipedrive deals for new ConvertKit tag subscribers

Create Pipedrive activities for new ConvertKit subscribers

Add new ConvertKit form subscribers as deals in Pipedrive

Update Pipedrive deals when new ConvertKit tag subscribers are added

Add matched Pipedrive filters to ConvertKit sequences as subscribers

Add new ConvertKit form subscribers as persons in Pipedrive

Add tags to ConvertKit subscribers for new Pipedrive activities

Add tags to ConvertKit subscribers from new Pipedrive leads

Add matched Pipedrive filters to ConvertKit sequences as subscribers

Add new ConvertKit form subscribers as persons in Pipedrive

Add tags to ConvertKit subscribers for new Pipedrive activities

Add tags to ConvertKit subscribers from new Pipedrive leads

Connect your apps and automate workflows

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Product to Deal

DealRequired

ProductRequired

PriceRequired

QuantityRequired

Discount

Discount Type

Comments

Is enabled?

Tax Method

Tax Percentage

Create Deal

TitleRequired

Creation Date

Status

Stage

Owner

Organization

Person

Probability

Expected Close Date

Value

Currency

Add Follower

FollowerRequired

What to add follower to?Required

Create Note

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?

Create Person

NameRequired

Owner

Organization

Email

Phone

Update Activity

ActivityRequired

Is Done?

Subject

Assign To

Deal

Person