Pipedrive + Pixifi
Create leads in Pixifi when new activities occur in Pipedrive
Stay on top of your sales process with this efficient workflow that connects Pipedrive and Pixifi. When you have a new activity in Pipedrive, it will instantly create a lead in Pixifi, ensuring you never miss an opportunity to cultivate potential clients. Streamline your lead management and boost productivity by setting up this time-saving automation.
Stay on top of your sales process with this efficient workflow that connects Pipedrive and Pixifi. When you have a new activity in Pipedrive, it will instantly create a lead in Pixifi, ensuring you never miss an opportunity to cultivate potential clients. Streamline your lead management and boost productivity by setting up this time-saving automation.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadThis will create a new Lead in Pixifi.
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.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 foundSpecific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Before (Unit Type)Required
Event Type
Brand
Time BeforeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Status
Event Type
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Type
Project Status
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Full Name (First and Last)
First Name
Last Name
Email Address
Alternate Email Address
Phone
Mobile Phone
#2 Full Name (First and Last)
#2 First Name
#2 Last Name
#2 Email Address
#2 Alternate Email Address
#2 Phone
#2 Mobile Phone
Primary Contact(s)
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Event IDRequired
Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice TypeRequired
Due DateRequired
Invoice Subject/TitleRequired
Issue Date (Created on Date)
Custom Invoice ID
PO Number (Purchase Order)
Tax Rate 1
Tax Profile (For Tax Rate 1)
Tax Rate 2
Tax Profile (For Tax Rate 2)
Tax Rate 3
Tax Profile (For Tax Rate 3)
Object Owner ID
Customer ID
Notes
Lineitem TypeRequired
Lineitem Price
Lineitem Is Taxable?
Lineitem QuantityRequired
Lineitem Description
Lineitem Longer Description
Lineitem Cost
LIneitem Image Thumbnail URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Event Name
Event Type
Event Date
Event Start Time
Event End Time
Event End Date
Primary Contact(s)
Full Name (First and Last)
First Name
Last Name
Email Address
Email Address Opt-In
Alternate Email Address
Alternate Email Address Opt-In
Phone
Mobile Phone
Mobile Phone Opt-In
Contact #2 Full Name (F & L)
Contact #2 First Name
Contact #2 Last Name
Contact #2 Email Address
Contact #2 Email Address Opt-In
Contact #2 Alternate Email
Contact #2 Alt Email Opt-In
Contact #2 Phone
Contact #2 Mobile Phone
Contact #2 Mobile Phone Opt-In
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
Google Click Identifier (gclid)
3rd Party Lead Form Submission Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Lead IDRequired
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Project Type
Project Start Date
Project Client
Project Status
Project Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client's IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
Full Name (First and Last)
First Name
Last Name
Email Address
Alternate Email Address
Phone
Mobile Phone
#2 Full Name (First and Last)
#2 First Name
#2 Last Name
#2 Email Address
#2 Alternate Email Address
#2 Phone
#2 Mobile Phone
Primary Contact(s)
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
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 planDealRequired
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.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
Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type
Event Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Category
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Date Is Already Booked?
Another Lead Has Same Date
Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Type
Product Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event DateRequired
Event TypeRequired
Client's Name
Event Name
Event End Date
Event Start Time
Event End Time
Event Arrival Time
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Date
Expense Amount
Expense Description
Expense Category
Expense Bank Account Name
Expense Receipt Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Phone Number
File Name
File Link/UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Project Type
Project Name
Start Date
Primary Contact(s)
Full Name (First and Last)
First Name
Last Name
Email Address
Email Address Opt-In
Alternate Email Address
Alternate Email Address Opt-In
Phone
Mobile Phone
Mobile Phone Opt-In
Contact #2 Full Name (F & L)
Contact #2 First Name
Contact #2 Last Name
Contact #2 Email Address
Contact #2 Email Address Opt-In
Contact #2 Alternate Email
Contact #2 Alt Email Opt-In
Contact #2 Phone
Contact #2 Mobile Phone
Contact #2 Mobile Phone Opt-In
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BrandRequired
Payment TypeRequired
Payment AmountRequired
Payment Received DateRequired
Transaction IDRequired
Due Date (optional)
Fee Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TitleRequired
Task Due DateRequired
Task Assigned To
Task Notes/Description
Task Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.
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