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.
TriggerInstantThis event starts a Zap instantly. - 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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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 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 ZapPollingZapier 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 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
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
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