Pipedrive + Perspective Integrations

How to connect Pipedrive + Perspective

Zapier lets you send info between Pipedrive and Perspective automatically—no code required.

When this happens...

New Lead via Funnel

Triggers when a new lead is created via a funnel.

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Add Follower

Adds a follower to a deal, organization, person or product.

Popular Pipedrive + Perspective workflows

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Create persons on Pipedrive with new Perspective leads information
Perspective + Pipedrive
More details
When this happens
Step 1: New Lead via Funnel
Then do this
Step 2: Create Person
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Create persons on Pipedrive with new Perspective leads information
Create persons on Pipedrive with new Perspective leads information
Perspective + Pipedrive

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Instant
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
Trigger
Scheduled
New Lead
Triggers when a Lead is created.
Trigger
Scheduled

New Note
Triggers when a new note is created.
Trigger
Scheduled
New Organization
Triggers when a new organization is created.
Trigger
Scheduled

Organization Matching Filter
Triggers when an organization matches a Pipedrive filter.
Trigger
Scheduled

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
Perspective
Triggers when a new visitor reaches the last page a funnel.
Instant
Trigger
Perspective
Triggers when a new lead is created via a funnel.
Instant
Trigger

How Pipedrive + Perspective Integrations Work

Step 1: Authenticate Pipedrive + Perspective.
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 + Perspective

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.