Pipedrive + Email by Zapier + WhatConverts Integrations
How to connect Pipedrive + Email by Zapier + WhatConverts
Zapier lets you send info between Pipedrive, Email by Zapier, and WhatConverts automatically—no code required.
Do even more with Pipedrive + Email by Zapier + WhatConverts
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 WhatConverts. 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.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 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.Lead Type
Select the lead types that you want to activate this trigger.
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
OtherRequired
ProfileRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Profile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Enter the unique identifier for the lead you want to update.
If you already have a lead id (
lead_id), choose Use a Custom Value from the drop down.Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
Lead Page
Enter the URL where the lead took place.
Additional Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProfileRequired
Lead ID
Lead TypeRequired
Lead Status
Start Date
End Date
Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
Caller Number
Enter the E.164 formatted number that made the call.
Email Address
Enter the email address of the user submitting the lead.
User ID
Enter the WhatConverts user ID of the user submitting the lead.
Spam
Duplicate
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
Send Notification
Date & Time
WC Client Current
Enter the users wc_client_current cookie for this lead.
IP Address
Enter the IP address of the user submitting the lead.
Phone Number
Enter the phone number of the user submitting the lead.
Gclid
Enter the Google click identifier of the user submitting the lead.
Msclkid
Enter the Microsoft click identifier of the user submitting the lead.
Lead Page
Enter the URL where the lead took place.
Landing Page
Enter the URL where the user arrived on the website.
Operating System
Enter the operating system of the user submitting the lead.
Browser
Enter the browser of the user submitting the lead.
Device Type
Enter the device type of the user submitting the lead.
Device Make
Enter the device make of the user submitting the lead.
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Enter the E.164 formatted number that was called.
Destination Number
Enter the E.164 formatted number that received the call.
Caller Name
Enter the name that made the call.
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Enter the two-letter ISO country code of the caller for this lead.
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Enter the message sent by the caller.
Event Category
The event category value for this lead. Applicable to event lead type.
Event Action
The event action value for this lead. Applicable to event lead type.
Event Label
Transaction ID
Transaction Tax
Enter the amount for tax.
Transaction Shipping
Enter the amount for shipping.
Additional Fields
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
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.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 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
Trueand set up a Zap using theNew Read Receipttrigger.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Type
Select the lead types that you want to activate this trigger.
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
OtherRequired
ProfileRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead TypeRequired
Send Notification
Profile
Date & Time
Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
WC Client Current
Enter the users wc_client_current cookie for this lead.
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Enter the IP address of the user submitting the lead.
Email Address
Enter the email address of the user submitting the lead.
Phone Number
Enter the phone number of the user submitting the lead.
User ID
Enter the WhatConverts user ID of the user submitting the lead.
Gclid
Enter the Google click identifier of the user submitting the lead.
Msclkid
Enter the Microsoft click identifier of the user submitting the lead.
Lead Page
Enter the URL where the lead took place.
Landing Page
Enter the URL where the user arrived on the website.
Operating System
Enter the operating system of the user submitting the lead.
Browser
Enter the browser of the user submitting the lead.
Device Type
Enter the device type of the user submitting the lead.
Device Make
Enter the device make of the user submitting the lead.
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Enter the E.164 formatted number that was called.
Destination Number
Enter the E.164 formatted number that received the call.
Caller Number
Enter the E.164 formatted number that made the call.
Caller Name
Enter the name that made the call.
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Enter the two-letter ISO country code of the caller for this lead.
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Enter the message sent by the caller.
Event Category
The event category value for this lead. Applicable to event lead type.
Event Action
The event action value for this lead. Applicable to event lead type.
Event Label
Transaction ID
Transaction Tax
Enter the amount for tax.
Transaction Shipping
Enter the amount for shipping.
Additional Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProfileRequired
Lead ID
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
ActionThis is an event a Zap performs.SearchFind existing data in your appProfileRequired
Lead TypeRequired
Lead Status
Start Date
End Date
Quotable
Pick the quotable status for this lead.
Quote Value
Enter the amount for the quote.
Sales Value
Enter the amount for the sale.
Spam
Duplicate
Send Notification
Date & Time
WC Client Current
Enter the users wc_client_current cookie for this lead.
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Enter the IP address of the user submitting the lead.
Email Address
Enter the email address of the user submitting the lead.
Phone Number
Enter the phone number of the user submitting the lead.
User ID
Enter the WhatConverts user ID of the user submitting the lead.
Gclid
Enter the Google click identifier of the user submitting the lead.
Msclkid
Enter the Microsoft click identifier of the user submitting the lead.
Lead Page
Enter the URL where the lead took place.
Landing Page
Enter the URL where the user arrived on the website.
Operating System
Enter the operating system of the user submitting the lead.
Browser
Enter the browser of the user submitting the lead.
Device Type
Enter the device type of the user submitting the lead.
Device Make
Enter the device make of the user submitting the lead.
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Enter the E.164 formatted number that was called.
Destination Number
Enter the E.164 formatted number that received the call.
Caller Number
Enter the E.164 formatted number that made the call.
Caller Name
Enter the name that made the call.
Call Duration in Seconds
Caller City
Caller Zip
Caller State
Caller Country
Enter the two-letter ISO country code of the caller for this lead.
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Enter the message sent by the caller.
Event Category
The event category value for this lead. Applicable to event lead type.
Event Action
The event action value for this lead. Applicable to event lead type.
Event Label
Transaction ID
Transaction Tax
Enter the amount for tax.
Transaction Shipping
Enter the amount for shipping.
Additional Fields
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
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How Pipedrive + Email by Zapier + WhatConverts Integrations Work
- Step 1: Authenticate Pipedrive, Email by Zapier, and WhatConverts.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.
About Pipedrive
Related categories
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CRM (Customer Relationship Management), Zoho
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CRM (Customer Relationship Management)
About Email by Zapier
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