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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.

Add your action

An action happens after the trigger—such as "Retrive AgileCRM Transactions" in Experience.com.

You’re connected!

Zapier seamlessly connects Pipedrive and Experience.com, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It

Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It

- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person ID
- Organization ID
- Owner User ID
- Note
- Pin note to lead
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
- Source Channel ID
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to Update
  Required
- Activity Subject
- Activity Owner
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Mark as Done
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or write
- DealId
- DealName
- DealCreatedTime
- DealUpdatedTime
- DealCloseDate
- ContactId
- Milestone
- MilestoneChangedTime
Action
Write
- Appointment Id
- Client Id
- Location Id
- Order Id
- Start At
- End At
- Location business name
- Location name
- Timezone associated with the location
- Booked By (CLIENT or STAFF)
- Client firstname
- Client lastname
- Client name
- Client email
- Client mobile phone
- Client date of birth
- appointment service Id
- appointment service service name
- appointment service staff id
- appointment service staff first name
- appointment service staff last name
- appointment service staffRequested flag
- appointment service start at
- Tag ID
- Tag name
Action
Write
- opportunity_id
- opportunity_name
- opportunity_details
- opportunity_state
- responsible_user_id
- category_id
- image_url
- bid_currency
- bid_amount
- bid_type
- bid_duration
- actual_close_date
- date_created_utc
- opportunity_value
- probability
- forecast_close_date
- owner_user_id
- visible_to
- visible_team_id
- last_activity_date_utc
- next_activity_date_utc
- pipeline_id
- stage_id
- created_user_id
- organisation_id
- tag_name
- link_details
- link_role
- link_id
- link_object_name
- link_object_id
- object_name
- object_id
- date_updated_utc
Action
Write
- Board Id
- Item ID
- Pulse ID
- Person Name
- Item Created Date
- Pulse Name
- Group Name
- creator id
- Group ID
- Trigger Time
- Status
- custom field one
- custom field two
- custom field three
- custom field four
- Candidate Email
- Candidate Phone Number
Action
Write
- Id
  Required
- Original Id
- Created At
  Required
- Modified At
  Required
- Sheet Name
  Required
- Screened Status
  Required
- Date Screened
- Recruiter Name
  Required
- Recruiter Email
  Required
- Recruiter Phone Number
- Applicant Name
  Required
- Applicant Email
  Required
- Applicant Phone Number
- Date Submitted
  Required
- Row Number
- Position
- Skills and Experience
- City
- State
- Custom field one
- Custom field two
- Custom field three
- Custom field four
- Custom field five
Action
Write

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note ID
  Required
Trigger
Polling
Try It
- Filter
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Field to Watch for Changes
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Labels
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal ID
- Pin note to deal
- Person ID
- Pin note to person
- Organization ID
- Project ID
- Pin note to organization
- Lead ID
- Pin note to lead
- Pin note to project
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
Action
Search
- Search type
- Include file data
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
Action
Search or write
- Loan ID
- Loan Type
- Loan Created Date
- Loan Originator Email
- Loan Processor Email
- Loan Purpose
- Mortgage Type
- Subject AddressLine
- Subject City
- Subject County
- Subject State
- Subject Postal Code
- Current Loan Status
- Current Loan Updated Date
- Real Estate Agent Firstname
- Real Estate Agent Lastname
- Real Estate Agent Email
- Real Estate Agent Phone
- Real Estate Agent Role
- Real Estate Agent Company
- LoanBorrower1 FirstName
- LoanBorrower1 LastName
- LoanBorrower1 Email
- LoanBorrower1 Phone
- Loanborrower1 Dayofbirth
- LoanBorrower1 ApplicantType
- BuyerAgent FirstName
- BuyerAgentLastName
- BuyerAgentEmail
- BuyerAgentPhone
- LoanTeamUser1 FirstName
- LoanTeamUser1 LastName
- LoanTeamUser1 Email
- LoanTeamUser1 Phone
- Rate Lock Date
- Rate Lock Status
- Rate Lock Expiry Date
Action
Write
- Deal Processed Date
- Deal ID
- User Id
- People Id
- Deal Type
- Deal Status
- Deal Created At
- Pipeline Id
- Stage Id
- Stage Name
- Pipeline Name
- Deal Name
Action
Write
- Loan Id
- Loan type
- Loan status
- Loan Funded date
- Loan officer Name
- Loan officer email
- Borrower first name
- Borrower last name
- Borrower email
- Borrower phone Number
- CO-Borrower first name
- CO-Borrower last name
- CO-Borrower email
- CO-Borrower phone Number
- Loan processor name
- Loan processor email
- Buyer Agent first name
- Buyer Agent last name
- Buyer Agent email
- Buyer Agent phone Number
- Seller Agent first name
- Seller Agent last name
- Seller Agent email
- Seller Agent phone Number
- Property address
- City
- State
- custom field one
Action
Write
- Agent Details
- transaction id
- Transaction Type
- transaction processed date
- city
- state
- Property Address
- custom field one
- Contact Details
Action
Write
- candidate id
- first name
- last name
- email
- phone Number
- title
- created at
- updated at
- stage
- property address
- City
- State
- zip code
Action
Write

For AI agents & developers

Use Pipedrive and Experience.com with AI agents and code

Beyond Zap workflows. Call Pipedrive and Experience.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Pipedrive and Experience.com actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Discount to Deal
Retrive AgileCRM Transactions

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Pipedrive and Experience.com actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* pipedrive / experience-dot-com action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Pipedrive and Experience.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Pipedrive on the Zapier blog

Make work flow with AI

Level up your Pipedrive to Experience.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Agile CRM

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About Experience.com

Experience.com is a customer experience platform that lets you collect, analyse, and act on customer feedback automatically at every meaningful moment in the customer journey. Our enterprise grade platform helps engage people and power businesses everywhere.

HelpHelp

Related categories

Developer Tools

Connect Pipedrive and Experience.com to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Pipedrive and Experience.com with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Pipedrive and Experience.com to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Pipedrive on the Zapier blog

6 ways to automate Pipedrive with Zapier

Make work flow with AI

Connect Pipedrive to Experience.com on the world's largest no-code automation platform