Pipedrive + JobTread Integrations
How to connect Pipedrive + JobTread
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New ActivityTriggers when a new activity is created.Trigger- Activity Matching FilterTriggers when an activity matches a Pipedrive filter.Trigger
- New DealTriggers when a new deal is created.Trigger
- Deal Matching FilterTriggers when a deal matches a Pipedrive filter.Trigger
- New LeadTriggers when a Lead is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OrganizationTriggers when a new organization is created.Trigger
- Organization Matching FilterTriggers when an organization matches a Pipedrive filter.Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
- JobTread
Triggers when a contact is created for a customer.
Instant
Trigger
- JobTread
Triggers when a customer is created.
Instant
Trigger
- JobTread
Triggers when a customer is updated.
Instant
Trigger
- JobTread
Triggers when a document is created.
Instant
Trigger
- JobTread
Triggers when a document is updated.
Instant
Trigger
- JobTread
Triggers when a file is created.
Instant
Trigger
- JobTread
Triggers when a job is created.
Instant
Trigger
- JobTread
Triggers when a job is updated.
Instant
Trigger
- JobTread
Triggers when a task is created.
Instant
Trigger
- JobTread
Triggers when a task is updated.
Instant
Trigger
- JobTread
Triggers when a contact is created for a vendor.
Instant
Trigger
- JobTread
Triggers when a vendor is created.
Instant
Trigger
- JobTread
Triggers when a vendor is updated.
Instant
Trigger
- JobTread
Create a comment on a JobTread item.
Scheduled
Action
- JobTread
Create a new customer including optional contacts, locations, and jobs.
Scheduled
Action
- JobTread
Create a new contact for a customer.
Scheduled
Action
- JobTread
Create a new job.
Scheduled
Action
- JobTread
Create a new location.
Scheduled
Action
- JobTread
Create a new task.
Scheduled
Action
- JobTread
Create a new vendor including optional contacts, locations, and jobs.
Scheduled
Action
- JobTread
Create a new contact for a vendor.
Scheduled
Action
- JobTread
Update an existing job.
Scheduled
Action
- JobTread
Update an existing task.
Scheduled
Action
- JobTread
Upload files to a JobTread item.
Scheduled
Action
- JobTread
Search for a customer by name.
Scheduled
Action
- JobTread
Search for a job by number.
Scheduled
Action
- JobTread
Search for a location by name
Scheduled
Action
- JobTread
Search for a membership by user name or email address.
Scheduled
Action
- JobTread
Search for a vendor by name.
Scheduled
Action
How Pipedrive + JobTread Integrations Work
- Step 1: Authenticate Pipedrive and JobTread.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.
Pipedrive Tutorials
About Pipedrive
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About JobTread
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