Schedule Pipedrive activities when new deals match filters
Don't feel like copying each Pipedrive new deal that's in the pipeline to your activity as well? Rather than schedule each new deal that is in a pipeline stage to your Pipedrive activity, use Zapier to do it automatically.
Don't feel like copying each Pipedrive new deal that's in the pipeline to your activity as well? Rather than schedule each new deal that is in a pipeline stage to your Pipedrive activity, use Zapier to do it automatically.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Create Activity
Creates a new activity.
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 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 planUpdated 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 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
Is done?
Type
Use combined date and time field?
Duration
Free/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
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
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
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.Welcome
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 for an Exact Match?
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 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?
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 for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead 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?
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 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.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
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
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
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
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
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/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
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
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 for an Exact Match?
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
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/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 for an Exact Match?
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 for an Exact Match?
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
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 found
Related categories
Related Zap Templates
- Create Pipedrive deals from new Facebook Lead Ads leads
- Add new Pipedrive deals to Google Sheets rows
- Add new Pipedrive people to Mailchimp as subscribers
- Add new Unbounce form submissions to Pipedrive as deals
- Create Pipedrive deals from new invitees in Calendly
- Record new Calendly events as contact activities in Pipedrive
- Add new Pipedrive people to Google Ads Custom Lists
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Add new leads from Facebook Lead Ads to Pipedrive
- Add new Pipedrive contacts as Brevo subscribers
- Add new Typeform entries to Pipedrive as deals
- Create Pipedrive deals with new incoming emails
- Send Slack messages for new Pipedrive deals
- Create Pipedrive deals from new Gravity Forms submissions
- Add new Pipedrive deals reaching certain stages to Google Sheets rows
- Add new Pipedrive activities to Todoist as tasks
- Create Pipedrive deals for new form submissions in Webflow
- Add new Purchased Barks to Pipedrive
- Add new Webflow form submissions as Pipedrive leads
- Create Pipedrive Persons from new TikTok Lead Generations leads
- Create Pipedrive deal for new Calendly event invitees
- Send funnel events to Facebook Conversions from Pipedrive
- Create Pipedrive leads from new form submissions in Leadpages
- Create Pipedrive deals for new emails on Gmail
- Create organizations in Pipedrive from new Apollo accounts
- Create Pipedrive deals from new Squarespace form submissions
- Save new rows in Google Sheets as deals in Pipedrive
- Create deals in Pipedrive with newly-caught webhooks
- Create Pipedrive deals for new leads in Google Ads
- Add new Pipedrive persons to Mailchimp
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Add or update Pipedrive people for new Calendly invitees
- Create Pipedrive people for new invitee created events in Calendly
- Create Pipedrive deals from new Google Forms responses
- Add offline conversions in Google Ads for new Pipedrive deals
- Add new Leadpages form submissions as Pipedrive deals
- Create offline conversions in Google Ads with updated Pipedrive deals
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Send Offline Conversion to Google Ads for Updated Deal Stage in Pipedrive
- Create persons on Pipedrive with new Perspective leads information
- Create Trello cards when new Pipedrive deals are added to a stage
- Update Pipedrive deals when new PandaDoc documents are completed
- Add new Mailchimp subscribers to Pipedrive as deals
- Add new persons in Pipedrive to Mailchimp
- Add new Pipedrive activities to Asana as tasks
- Add new Calendly invitees as Pipedrive leads
- Create Wave customers from new Pipedrive deals
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Add new Pipedrive contacts to Google Contacts
- Add new GetProspect leads to Pipedrive
- Add new Facebook Lead Ads leads as Pipedrive leads
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Create ClickUp tasks from new Pipedrive leads
- Add new Popl connections (for your account) as Pipedrive people
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Add new Mailchimp subscribers to Pipedrive as people
- Create deals on Pipedrive for new LinkedIn Ads leads
- Add new Pipedrive people to Mailjet contact lists
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Create Pipedrive deals from newly-updated rows on Google Sheets
- Create deals in Pipedrive from new rows in Google Sheets
- Add deals to Pipedrive from new Paperform submissions
- Add products and deals to Pipedrive from new Leadpages form submissions
- Create deals on Pipedrive for new calls on CallRail
- Add new Pipedrive deals to Excel spreadsheets
- Create Pipedrive persons from new Jotform submissions
- Create Pipeline activities for invitee created events in Calendly
- Add new deals in Pipedrive when a tawk.to chat ends
- Create Pipedrive activities every month
- Add new Pipedrive people to Google Ads Customer Lists
- Add new Landbot entries to Pipedrive as deals
- Save Jotform new submissions as Pipedrive new deals
- Create Pipedrive deals from new emails parsed by mailparser.io
- Create deals on Pipedrive for new submissions on Ninja Forms
- Create Pipefy cards for new Pipedrive deals added to stages
- Add new Pipedrive deals to Airtable as records
- Record new OnceHub bookings as Pipedrive activities
- Send emails for new Pipedrive deals reaching stages
- Create Pipedrive deals from new Quotient quotes
- Create Pipedrive deals from new applications started in Finmo
- Add new Google Sheets rows to Pipedrive as people
- Add new Pipedrive deals to existing Google Sheets rows
- Send Delighted surveys when deals are updated in Pipedrive
- Create Pipedrive deals from new form entries in WPForms
- Log new Dialpad calls to your Pipedrive account
- Create Pipedrive leads from new parsed emails
- Add new Wufoo entries to Pipedrive as deals
- Update Pipedrive deals for new Pipedrive deals matching a filter
- Add new Overloop prospects to a Pipedrive pipeline as deals
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Add Mailchimp subscribers when new Pipedrive deals change
- Add new Pipedrive activities to Google Tasks as tasks
- Create Pipedrive leads from new form submissions in Squarespace
- Create Pipedrive deals for new appointments in Acuity Scheduling
- Create Trello cards for new updated stages for Pipedrive deals
- Update Lighthouse records and create Pipedrive deals from new orders in WooCommerce
- Add new Acuity Scheduling appointments to Pipedrive as deals
Related Zap Templates
- Create Pipedrive deals from new Facebook Lead Ads leads
- Add new Unbounce form submissions to Pipedrive as deals
- Add new Pipedrive people to Google Ads Custom Lists
- Add new leads from Facebook Lead Ads to Pipedrive
- Create Pipedrive deals with new incoming emails
- Add new Pipedrive deals reaching certain stages to Google Sheets rows
- Add new Purchased Barks to Pipedrive
- Create Pipedrive deal for new Calendly event invitees
- Create Pipedrive deals for new emails on Gmail
- Save new rows in Google Sheets as deals in Pipedrive
- Add new Pipedrive persons to Mailchimp
- Create Pipedrive people for new invitee created events in Calendly
- Add new Leadpages form submissions as Pipedrive deals
- Send Offline Conversion to Google Ads for Updated Deal Stage in Pipedrive
- Update Pipedrive deals when new PandaDoc documents are completed
- Add new Pipedrive activities to Asana as tasks
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Add new GetProspect leads to Pipedrive
- Create ClickUp tasks from new Pipedrive leads
- Add new Mailchimp subscribers to Pipedrive as people
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Create deals in Pipedrive from new rows in Google Sheets
- Create deals on Pipedrive for new calls on CallRail
- Create Pipeline activities for invitee created events in Calendly
- Add new Pipedrive people to Google Ads Customer Lists
- Create Pipedrive deals from new emails parsed by mailparser.io
- Add new Pipedrive deals to Airtable as records
- Create Pipedrive deals from new Quotient quotes
- Add new Pipedrive deals to existing Google Sheets rows
- Log new Dialpad calls to your Pipedrive account
- Update Pipedrive deals for new Pipedrive deals matching a filter
- Add Mailchimp subscribers when new Pipedrive deals change
- Create Pipedrive deals for new appointments in Acuity Scheduling
- Add new Acuity Scheduling appointments to Pipedrive as deals
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- Add new Pipedrive deals to Google Sheets rows
- Create Pipedrive deals from new invitees in Calendly
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add new Pipedrive contacts as Brevo subscribers
- Send Slack messages for new Pipedrive deals
- Add new Pipedrive activities to Todoist as tasks
- Add new Webflow form submissions as Pipedrive leads
- Send funnel events to Facebook Conversions from Pipedrive
- Create organizations in Pipedrive from new Apollo accounts
- Create deals in Pipedrive with newly-caught webhooks
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Create Pipedrive deals from new Google Forms responses
- Create offline conversions in Google Ads with updated Pipedrive deals
- Create persons on Pipedrive with new Perspective leads information
- Add new Mailchimp subscribers to Pipedrive as deals
- Add new Calendly invitees as Pipedrive leads
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Add new Facebook Lead Ads leads as Pipedrive leads
- Add new Popl connections (for your account) as Pipedrive people
- Create deals on Pipedrive for new LinkedIn Ads leads
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Add deals to Pipedrive from new Paperform submissions
- Add new Pipedrive deals to Excel spreadsheets
- Add new deals in Pipedrive when a tawk.to chat ends
- Add new Landbot entries to Pipedrive as deals
- Create deals on Pipedrive for new submissions on Ninja Forms
- Record new OnceHub bookings as Pipedrive activities
- Create Pipedrive deals from new applications started in Finmo
- Send Delighted surveys when deals are updated in Pipedrive
- Create Pipedrive leads from new parsed emails
- Add new Overloop prospects to a Pipedrive pipeline as deals
- Add new Pipedrive activities to Google Tasks as tasks
- Create Trello cards for new updated stages for Pipedrive deals
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- Add new Pipedrive people to Mailchimp as subscribers
- Record new Calendly events as contact activities in Pipedrive
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Add new Typeform entries to Pipedrive as deals
- Create Pipedrive deals from new Gravity Forms submissions
- Create Pipedrive deals for new form submissions in Webflow
- Create Pipedrive Persons from new TikTok Lead Generations leads
- Create Pipedrive leads from new form submissions in Leadpages
- Create Pipedrive deals from new Squarespace form submissions
- Create Pipedrive deals for new leads in Google Ads
- Add or update Pipedrive people for new Calendly invitees
- Add offline conversions in Google Ads for new Pipedrive deals
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create Trello cards when new Pipedrive deals are added to a stage
- Add new persons in Pipedrive to Mailchimp
- Create Wave customers from new Pipedrive deals
- Add new Pipedrive contacts to Google Contacts
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Add items to monday.com for new deals in a pipeline stage on Pipedrive
- Add new Pipedrive people to Mailjet contact lists
- Create Pipedrive deals from newly-updated rows on Google Sheets
- Add products and deals to Pipedrive from new Leadpages form submissions
- Create Pipedrive persons from new Jotform submissions
- Create Pipedrive activities every month
- Save Jotform new submissions as Pipedrive new deals
- Create Pipefy cards for new Pipedrive deals added to stages
- Send emails for new Pipedrive deals reaching stages
- Add new Google Sheets rows to Pipedrive as people
- Create Pipedrive deals from new form entries in WPForms
- Add new Wufoo entries to Pipedrive as deals
- Create Pipedrive deals, contacts, and notes with new lead information from Chatfuel-created webhooks
- Create Pipedrive leads from new form submissions in Squarespace
- Update Lighthouse records and create Pipedrive deals from new orders in WooCommerce