Update Pipedrive organizations when deal matching filters are triggered
Keep your Pipedrive organizations up-to-date with this seamless workflow. When a deal matches a specific filter in Pipedrive, this automation updates the related organization's information accordingly. Save time and ensure your data stays accurate, so you can focus on closing more deals and growing your business.
Keep your Pipedrive organizations up-to-date with this seamless workflow. When a deal matches a specific filter in Pipedrive, this automation updates the related organization's information accordingly. Save time and ensure your data stays accurate, so you can focus on closing more deals and growing your business.
- When this happens...
Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Update Organization
Updates an existing organization.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Enable product
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Pin note to organization
Lead
Pin note to 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.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time Use combined date and time field
Duration
Free or busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
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
Search TermRequired
Exact Match
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 type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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 type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
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 type
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 foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
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 ZapPollingZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time field?
Duration
Free or Busy
Note
Public description
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
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
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
Product Code
Unit price
Tax percentage
Is active?
Owner
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
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.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
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 appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
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 type
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
Product Code
Unit price
Tax percentage
Is active?
Owner
Currency
Price
Direct 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 found
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.
Related categories
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- Add new Mailchimp subscribers to Pipedrive as people
- Add contacts to a Google Ads customer list for new persons on Pipedrive
- Create Pipedrive deals for new Facebook Lead Ads leads
- Create Xero invoices when new Pipedrive deals reach certain stages
- Create deals on Pipedrive for new submissions on Ninja Forms
- Create People contacts in Pipedrive from new Squarespace form submissions
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Add products and deals to Pipedrive from new Leadpages form submissions
- Update Pipedrive deals when new Calendly invitees are created
- Create new Pipedrive leads from new Wix forms submissions
- Create ClickUp tasks from new Pipedrive leads
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Related Zap Templates
- Add new Unbounce form submissions to Pipedrive as deals
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add new Pipedrive people to Google Ads Custom Lists
- Create persons on Pipedrive with new Perspective leads information
- Add new Pipedrive contacts as Brevo subscribers
- Create Pipedrive Persons from new TikTok Lead Generations leads
- Record new Calendly events as contact activities in Pipedrive
- Create Pipedrive deals with new incoming emails
- Create offline conversions in Google Ads with updated Pipedrive deals
- Create Pipedrive deals for new form submissions in Webflow
- Create Pipedrive leads from new inbound emails in Email by Zapier
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
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- Add new companies from Crunchbase saved search to Pipedrive
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- Find or create Pipedrive organizations when new companies are added to Crunchbase lists
- Create Pipedrive deals from new Quotient quotes
- Add new Pipedrive persons to Mailchimp
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Add deals to Pipedrive from new Paperform submissions
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create Google Ads conversions from new Pipedrive leads
- Create Pipedrive deals from new emails parsed by mailparser.io
- Create Pipedrive deals from newly-updated rows on Google Sheets
- Add new Pipedrive people to Campaign Monitor as subscribers
- Create Pipedrive deals from new Google Forms responses
- Add new Mailchimp subscribers to Pipedrive as people
- Create Xero invoices when new Pipedrive deals reach certain stages
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Create new Pipedrive leads from new Wix forms submissions
- Add new Bind ERP prospects to Pipedrive as people
- Create Pipedrive deals from new Facebook Lead Ads leads
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- Add new Webflow form submissions as Pipedrive leads
- Add new Purchased Barks to Pipedrive
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- Create Pipedrive deals from new invitees in Calendly
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- Add offline conversions in Google Ads for new Pipedrive deals
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- Create Pipedrive deal for new Calendly event invitees
- Add new Pipedrive deals to Excel spreadsheets
- Send emails in Gmail when new deals are added to a stage on Pipedrive
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- Send Offline Conversion to Google Ads for New Lead in Pipedrive
- Create Wave customers from new Pipedrive deals
- Add contacts to a Google Ads customer list for new deals on Pipedrive
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Update opportunity statuses in Ramsey Pro Portal for newly updated deal stages in Pipedrive
- Update opportunity statuses in Ramsey Pro Portal for new updated deals in Pipedrive
- Create tasks in Sunsama for new activities in Pipedrive
- Create new Pipedrive deals from new Facebook Lead Ads leads
- Add Contact to Customer List With Email in Google Ads for Deal Matching Filter in Pipedrive
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- Add new Pipedrive leads as Klaviyo subscribers
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- Create People contacts in Pipedrive from new Squarespace form submissions
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- Create new Pipedrive persons from new Wix forms