How to connect Pipedrive + Email by Zapier + Limo Anywhere
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Do even more with Pipedrive + Email by Zapier + Limo Anywhere
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, Email by Zapier, and Limo Anywhere. 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 Value
amount 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.Search for an Exact Match?
If
no
, a fuzzy match result can be returned. For example, if searching for a deal titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.
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 forZapier
when this field is set toyes
, the search will NOT return an org namedZapier Inc
, but would return an org namedZapier
orzapier
.
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 titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.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 forZapier
when this field is set toyes
, the search will NOT return an org namedZapier Inc
, but would return an org namedZapier
orzapier
.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 foundSetup Directions
In order to trigger when emails are opened, this must be paired with a separate Zap using the Send Outbound Email action, with the Enable Read Receipts? field set to
True
.To test with a live email, send an email to yourself using your Send Outbound Email action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Account
Triggers when a new customer account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is recorded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Reservation
Triggers when a new reservation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Account
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prefix
Allowed prefixes are: 'Mr.' 'Mrs.' 'Ms.' and 'Dr.'.
First NameRequired
Last NameRequired
PassengerRequired
Is this person going to be a Passenger?
Billing ContactRequired
Is this person going to be a Billing Contact?
Booking ContactRequired
Is this person going to be a Booking Contact?
Email LoginRequired
The email address the person will use to login to their account.
Company
Job Title
Department
Account Address Name
(example: 298 N Hampton St, Fort Worth, TX 76102, US). Required if adding an account address.
Address Latitude
Latitude coordinate for account address. Required if adding an account address.
Address Longitude
Longitude coordinate for account address. Required if adding an account address.
Notification Email Address
One or more email addresses for which notification emails will be sent.
Automatic Notification
If set to no, user will not receive any automatic emails. Emails must manually be sent to the user from the back-office system.
Email Confirmations
Should the user receive confirmation emails?
Email Invoices
Should the user receive invoice emails?
Email Payment Receipts
Should the user receive payment receipt emails?
Other Emails
Should the user receive other types of emails?
Home Phone
Must be in E.164 format. (+15555555555).
Office Phone
Must be in E.164 format. (+15555555555).
Cellular Phone 1
Must be in E.164 format. (+15555555555).
Cellular Phone 2
Must be in E.164 format. (+15555555555).
Cellular Phone 3
Must be in E.164 format. (+15555555555).
Fax 1
Must be in E.164 format. (+15555555555).
Fax 2
Must be in E.164 format. (+15555555555).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Alias
Choose the alias the reservation should be created for. If you are unsure, leave blank.
Pickup Date & TimeRequired
Format: yyyy-mm-dd hh:mm (example: 2017-01-31 23:51 or 2017-11-21 01:22).
Dropoff Date & Time
Format: yyyy-mm-dd hh:mm (example: 2017-01-31 23:51 or 2017-11-21 01:22).
Address Name
(example: 298 N Hampton St, Fort Worth, TX 76102, US).
Address Latitude
Latitude coordinate for pickup address. Required if pickup location is at an address/building.
Address Longitude
Longitude coordinate for pickup address. Required if pickup location is at an address/building.
Airport IATA Code
(example: BOS, JFK, DFW) Required if pickup location is an airport.
Airline IATA Code
(example: AA for American Airlines or WN for Southwest Airlines).
Flight Number
(example: 121, 1, 347, etc.).
Address Name
(example: Home, Work, Hilton Hotel, Starbucks). Required if dropoff location is at an address/building.
Address Latitude
Latitude coordinate for dropoff address. Required if dropoff location is at an address/building.
Address Longitude
Longitude coordinate for dropoff address. Required if dropoff location is at an address/building.
Airport IATA Code
Dropoff Flight Info Airport IATA Code (example: BOS, JFK etc. ). Required if adding an dropoff flight info.
Airline IATA Code
Dropoff Flight Info Airline IATA Code (example: AA, AF etc. ).
Flight Number
Dropoff Flight Number (example: 121, 1 etc. ).
First NameRequired
Last Name
Company
Company where the passenger works.
Phone
Phone must be in E.164 format (+15555555555).
Email
Email address of the passenger.
Passenger CountRequired
Number of passengers for the trip.
Luggage Count
Infant Child Seat Count
Number of Infant child seats needed.
Booster Child Seat Count
Number of Booster child seats needed.
Toddler Child Seat Count
Number of Toddler child seats needed.
First NameRequired
Last Name
Company
Company where the person paying the bill works.
Phone
Phone must be in E.164 format (+15555555555).
Email
Email address of the person paying the bill.
Service Type
The Service Type being requested. It corresponds to a Service Type (Hourly, Airport Pickup, Wedding, etc) in your system. Use 'Custom Value' if Service Type will change per trip.
Vehicle Type
The Vehicle Type being requested. It corresponds to a Vehicle Type (Sedan, SUV, 10PAX, etc) in your system. Use 'Custom Value' if Vehicle Type will change per trip.
Notes
Additional notes/requests for the trip.
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 Value
amount 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.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 titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.
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 Zaplar
when this field is set toyes
, the search will NOT return a person namedZap Zaplar Jr.
, but would return a person namedZap Zaplar
orzap 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 titledZapier
when this field is set toyes
, the search will NOT return a deal namedZapier Deal
, but it would return a deal namedZapier
orzapier
.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 Value
amount 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 Zaplar
when this field is set toyes
, the search will NOT return a person namedZap Zaplar Jr.
, but would return a person namedZap Zaplar
orzap 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 foundEmail AddressRequired
Customize the private email address associated with your mailbox. Be sure to use lowercase and numbers only. Just forward emails to this address to trigger this Zap. Want to receive to your own email address? Try Mailgun, IMAP, Mandrill, or Gmail instead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ToRequired
Can be a comma separated list of emails. Limited to 5.
SubjectRequired
Body (HTML or Plain)Required
You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.
Attachment
A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).
From Name
This will be your "display name" when sending. Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.
Reply To
Specify a reply address other than your own.
Cc
Can be a comma separated list of emails. Limited to 5.
Bcc
Can be a comma separated list of emails. Limited to 5.
Force Linebreaks?
Set this to "yes" if your emails are received without line breaks or spacing.
Enable read receipts?
Want to be notified when this email is opened? Set this to to
True
and set up a Zap using theNew Read Receipt
trigger.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Driver Pay Log
Triggers when a new driver pay log is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote Request
Triggers when a new quote request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Reservation
Triggers when a reservation is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Alias
Choose the alias the quote should be created for. If you are unsure, leave blank.
Pickup Date & TimeRequired
Format: yyyy-mm-dd hh:mm (example: 2017-01-31 23:51 or 2017-11-21 01:22).
Dropoff Date & Time
Format: yyyy-mm-dd hh:mm (example: 2017-01-31 23:51 or 2017-11-21 01:22).
Address Name
(example: 298 N Hampton St, Fort Worth, TX 76102, US). Required if pickup location is at an address/building.
Address Latitude
Latitude coordinate for pickup address. Required if pickup location is at an address/building.
Address Longitude
Longitude coordinate for pickup address. Required if pickup location is at an address/building.
Airport IATA Code
(example: BOS, JFK, DFW) Required if pickup location is an airport.
Airline IATA Code
(example: AA for American Airlines or WN for Southwest Airlines).
Flight Number
(example: 121, 1, 347, etc.).
Address Name
(example: Home, Work, Hilton Hotel, Starbucks). Required if dropoff location is at an address/building.
Address Latitude
Latitude coordinate for dropoff address. Required if dropoff location is at an address/building.
Address Longitude
Longitude coordinate for dropoff address. Required if dropoff location is at an address/building.
Airport IATA Code
(example: BOS, JFK, DFW) Required if dropodd location is an airport.
Airline IATA Code
(example: AA for American Airlines or WN for Southwest Airlines).
Flight Number
Dropoff Flight Number (example: 121, 1 etc. ).
First NameRequired
Last Name
Company
Company where the passenger works.
Phone
Phone must be in E.164 format (+15555555555).
Email
Email address of the passenger.
Passenger CountRequired
Number of passengers for the trip.
Luggage Count
Infant Child Seat Count
Number of Infant child seats needed.
Booster Child Seat Count
Number of Booster child seats needed.
Toddler Child Seat Count
Number of Toddler child seats needed.
First NameRequired
Last Name
Company
Company where the person paying the bill works.
Phone
Phone must be in E.164 format (+15555555555).
Email
Email address of the person paying the bill.
Service Type
The Service Type being requested. It corresponds to a Service Type (Hourly, Airport Pickup, Wedding, etc) in your system. Use 'Custom Value' if Service Type will change per trip.
Vehicle Type
The Vehicle Type being requested. It corresponds to a Vehicle Type (Sedan, SUV, 10PAX, etc) in your system. Use 'Custom Value' if Vehicle Type will change per trip.
Notes
Additional notes/requests for the trip.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How Pipedrive + Email by Zapier + Limo Anywhere Integrations Work
- Step 1: Authenticate Pipedrive, Email by Zapier, and Limo Anywhere.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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