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 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!Create Activity
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
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 Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
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.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
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 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
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.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStage IDRequired
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 appProject IDRequired
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 appActivity 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
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
Organization NameRequired
Organization 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 type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
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 foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
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 Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
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 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
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
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
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.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
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 type
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
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal 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
Person Name
Email Addresses
Phone Numbers
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 ID
Person ID
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
About Pipedrive
Related categories
Related Zap Templates
- Create Pipedrive deals for new leads in Google Ads
- Add new Unbounce form submissions to Pipedrive as deals
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Create persons on Pipedrive with new Perspective leads information
- Add new Pipedrive people to Google Ads Custom Lists
- Add new Pipedrive people to Mailchimp as subscribers
- Send funnel events to Facebook Conversions from Pipedrive
- Create Pipedrive deals from new Facebook Lead Ads leads
- Send Offline Conversion to Google Ads for Updated Deal Stage in Pipedrive
- Add new Pipedrive deals to Google Sheets rows
- Add new Pipedrive contacts as Brevo subscribers
- Create Pipedrive deals from new invitees in Calendly
- Add new leads from Facebook Lead Ads to Pipedrive
- Add new Webflow form submissions as Pipedrive leads
- Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive
- Add offline conversions in Google Ads for new Pipedrive deals
- Add new Purchased Barks to Pipedrive
- Add new Pipedrive people to Google Ads Customer Lists
- Add new Pipedrive deals reaching certain stages to Google Sheets rows
- Create Pipedrive deals from new Gravity Forms submissions
- Add new Typeform entries to Pipedrive as deals
- Create Pipedrive deals for new form submissions in Webflow
- Send Slack messages for new Pipedrive deals
- Create offline conversions in Google Ads with updated Pipedrive deals
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Add new Pipedrive activities to Todoist as tasks
- Create Pipedrive deals with new incoming emails
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Create new Pipedrive notes from new ai summaries in Fathom
- Add new Calendly invitees as Pipedrive leads
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Update Pipedrive deals when new PandaDoc documents are completed
- Add new Pipedrive deals to Excel spreadsheets
- Create Pipedrive leads from new form submissions in Squarespace Forms
- Create Pipedrive deals when new Sortlist opportunity applications are sent
- Add contacts to a Google Ads customer list for new persons on Pipedrive
- Send Offline Conversion to Google Ads for New Lead in Pipedrive
- Create Pipedrive leads from new inbound emails in Email by Zapier
- Create Pipedrive deals from new Squarespace Forms form submissions
- Create deals in Pipedrive with newly-caught webhooks
- Update opportunity statuses in Ramsey Pro Portal for new updated deals in Pipedrive
- Add new Pipedrive leads to Google Ads customer list as contacts with email
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Create Pipedrive deal for new Calendly event invitees
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Create Trello cards when new Pipedrive deals are added to a stage
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Add contacts to a Google Ads customer list for new deals on Pipedrive
- Create Wave customers from new Pipedrive deals
- Add new Leadpages form submissions as Pipedrive deals
- Add new Pipedrive contacts to Google Contacts
- Create Pipedrive activities every month
- Add new Mailchimp subscribers to Pipedrive as deals
- Update opportunity statuses in Ramsey Pro Portal for newly-updated deal stages in Pipedrive
- Add new persons in Pipedrive to Mailchimp
- Add new Facebook Lead Ads leads as Pipedrive leads
- Create or update Quo contacts when new people are added in Pipedrive
- Add new Pipedrive activities to Asana as tasks
- Create Xero invoices when new Pipedrive deals reach certain stages
- Add new Mailchimp subscribers to Pipedrive as people
- Add new companies from Crunchbase saved search to Pipedrive
- Add contacts to a Google Ads customer list for updated deal stages on Pipedrive
- Create Pipedrive leads from new form submissions in Leadpages
- Add new Pipedrive people to Campaign Monitor as subscribers
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add new Pipedrive leads to Google Ads customer list as contacts
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Create Google Ads conversions from new Pipedrive leads
- Add new Pipedrive deals to existing Google Sheets rows
- Send Slack messages for new Pipedrive leads
- Create Pipedrive deals from new Quotient quotes
- Create Pipedrive deals from new emails parsed by mailparser.io
- Create new Pipedrive leads from new WhatConverts leads
- Add Pipedrive leads from new Google Sheets rows
- Add new Shopify customers to Pipedrive as people
- Create Pipedrive deals from new WooCommerce orders
- Create Pipedrive leads from new Gravity Forms submissions
- Add or update Pipedrive people for new Calendly invitees
- Send Slack channel messages for new updated deals stages in Pipedrive
- Add new Brevo contacts and create persons in Pipedrive
- Create tasks in Sunsama for new activities in Pipedrive
- Create Pipedrive organizations when new companies are added to a Crunchbase list
- Add new Pipedrive persons to Mailchimp
- Create new Pipedrive leads from new Wix forms submissions
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create ClickUp tasks from new Pipedrive leads
- Create Pipefy cards for new Pipedrive deals added to stages
- Create Pipedrive deals from newly-updated rows on Google Sheets
- Find persons and add notes to Pipedrive contacts when new respond.io conversations close
- Create leads in Pipedrive with new leads in Curb Hero
- New row in Google Sheet creates Person and Deal in Pipedrive
- Create Pipedrive deals for new emails on Gmail
- Create Pipedrive deals from new Google Forms responses
- Add new Pipedrive leads as Klaviyo subscribers
- Add contacts to a Google Ads customer list for new matching filters on Pipedrive
- Create Pipedrive Persons from new TikTok Lead Generations leads
- Add deals to Pipedrive from new Paperform submissions
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Create Pipedrive persons from new Jotform submissions
- Create new Pipedrive deals from new incoming respond.io messages
Related Zap Templates
- Create Pipedrive deals for new leads in Google Ads
- Create persons on Pipedrive with new Perspective leads information
- Send funnel events to Facebook Conversions from Pipedrive
- Add new Pipedrive deals to Google Sheets rows
- Add new leads from Facebook Lead Ads to Pipedrive
- Add offline conversions in Google Ads for new Pipedrive deals
- Add new Pipedrive deals reaching certain stages to Google Sheets rows
- Create Pipedrive deals for new form submissions in Webflow
- Send emails in Gmail when new deals are added to a stage on Pipedrive
- Share new updates from Pipedrive as funnel events to Facebook Conversions
- Send Offline Conversion to Google Ads for New Deal in Pipedrive
- Create Pipedrive leads from new form submissions in Squarespace Forms
- Send Offline Conversion to Google Ads for New Lead in Pipedrive
- Create deals in Pipedrive with newly-caught webhooks
- Add new Pipedrive activities to Pipedrive deals reaching certain stages
- Create Trello cards when new Pipedrive deals are added to a stage
- Create Wave customers from new Pipedrive deals
- Create Pipedrive activities every month
- Add new persons in Pipedrive to Mailchimp
- Add new Pipedrive activities to Asana as tasks
- Add new companies from Crunchbase saved search to Pipedrive
- Add new Pipedrive people to Campaign Monitor as subscribers
- Create Pipedrive deals with new emails parsed by Zapier Email Parser
- Send Slack messages for new Pipedrive leads
- Create new Pipedrive leads from new WhatConverts leads
- Create Pipedrive deals from new WooCommerce orders
- Send Slack channel messages for new updated deals stages in Pipedrive
- Create Pipedrive organizations when new companies are added to a Crunchbase list
- Send emails via Gmail when new Pipedrive deals reach certain stages
- Create Pipedrive deals from newly-updated rows on Google Sheets
- New row in Google Sheet creates Person and Deal in Pipedrive
- Add new Pipedrive leads as Klaviyo subscribers
- Add deals to Pipedrive from new Paperform submissions
- Create new Pipedrive deals from new incoming respond.io messages
- Add new Unbounce form submissions to Pipedrive as deals
- Add new Pipedrive people to Google Ads Custom Lists
- Create Pipedrive deals from new Facebook Lead Ads leads
- Add new Pipedrive contacts as Brevo subscribers
- Add new Webflow form submissions as Pipedrive leads
- Add new Purchased Barks to Pipedrive
- Create Pipedrive deals from new Gravity Forms submissions
- Send Slack messages for new Pipedrive deals
- Add new Pipedrive activities to Todoist as tasks
- Create new Pipedrive notes from new ai summaries in Fathom
- Update Pipedrive deals when new PandaDoc documents are completed
- Create Pipedrive deals when new Sortlist opportunity applications are sent
- Create Pipedrive leads from new inbound emails in Email by Zapier
- Update opportunity statuses in Ramsey Pro Portal for new updated deals in Pipedrive
- Create Pipedrive deal for new Calendly event invitees
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Add new Leadpages form submissions as Pipedrive deals
- Add new Mailchimp subscribers to Pipedrive as deals
- Add new Facebook Lead Ads leads as Pipedrive leads
- Create Xero invoices when new Pipedrive deals reach certain stages
- Add contacts to a Google Ads customer list for updated deal stages on Pipedrive
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Create Google Ads conversions from new Pipedrive leads
- Create Pipedrive deals from new Quotient quotes
- Add Pipedrive leads from new Google Sheets rows
- Create Pipedrive leads from new Gravity Forms submissions
- Add new Brevo contacts and create persons in Pipedrive
- Add new Pipedrive persons to Mailchimp
- Create ClickUp tasks from new Pipedrive leads
- Find persons and add notes to Pipedrive contacts when new respond.io conversations close
- Create Pipedrive deals for new emails on Gmail
- Add contacts to a Google Ads customer list for new matching filters on Pipedrive
- Add or update ActiveCampaign contacts when new people are added on Pipedrive
- Send offline conversions in Google Ads when new deals match filters in Pipedrive
- Add new Pipedrive people to Mailchimp as subscribers
- Send Offline Conversion to Google Ads for Updated Deal Stage in Pipedrive
- Create Pipedrive deals from new invitees in Calendly
- Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive
- Add new Pipedrive people to Google Ads Customer Lists
- Add new Typeform entries to Pipedrive as deals
- Create offline conversions in Google Ads with updated Pipedrive deals
- Create Pipedrive deals with new incoming emails
- Add new Calendly invitees as Pipedrive leads
- Add new Pipedrive deals to Excel spreadsheets
- Add contacts to a Google Ads customer list for new persons on Pipedrive
- Create Pipedrive deals from new Squarespace Forms form submissions
- Add new Pipedrive leads to Google Ads customer list as contacts with email
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Add contacts to a Google Ads customer list for new deals on Pipedrive
- Add new Pipedrive contacts to Google Contacts
- Update opportunity statuses in Ramsey Pro Portal for newly-updated deal stages in Pipedrive
- Create or update Quo contacts when new people are added in Pipedrive
- Add new Mailchimp subscribers to Pipedrive as people
- Create Pipedrive leads from new form submissions in Leadpages
- Add new Pipedrive leads to Google Ads customer list as contacts
- Add new Pipedrive deals to existing Google Sheets rows
- Create Pipedrive deals from new emails parsed by mailparser.io
- Add new Shopify customers to Pipedrive as people
- Add or update Pipedrive people for new Calendly invitees
- Create tasks in Sunsama for new activities in Pipedrive
- Create new Pipedrive leads from new Wix forms submissions
- Create Pipefy cards for new Pipedrive deals added to stages
- Create leads in Pipedrive with new leads in Curb Hero
- Create Pipedrive deals from new Google Forms responses
- Create Pipedrive Persons from new TikTok Lead Generations leads
- Create Pipedrive persons from new Jotform submissions