How to connect Pipedrive + Prefinery
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- New ActivityTriggers when a new activity is created.Trigger
- Activity Matching FilterTriggers when an activity matches a Pipedrive filter.Trigger
- New DealTriggers when a new deal is created.Trigger
- Deal Matching FilterTriggers when a deal matches a Pipedrive filter.Trigger
- New LeadTriggers when a Lead is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OrganizationTriggers when a new organization is created.Trigger
- Organization Matching FilterTriggers when an organization matches a Pipedrive filter.Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing lead.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds a lead by title or field value.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a lead by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
- Prefinery
Triggered when a reward is delivered.
Instant
Trigger
- Prefinery
Triggered when a user earns a reward.
Instant
Trigger
- Prefinery
Triggered when a reward is revoked.
Instant
Trigger
- Prefinery
Triggered when a user is activated.
Instant
Trigger
- Prefinery
Triggered when a user applies.
Instant
Trigger
- Prefinery
Triggered when a new user is created, irrespective of their status.
Instant
Trigger
- Prefinery
Triggered when a user is invited.
Instant
Trigger
- Prefinery
Triggered when a user is rejected.
Instant
Trigger
- Prefinery
Triggered when a user re-subscribes to receive emails.
Instant
Trigger
- Prefinery
Triggered when a user is suspended.
Instant
Trigger
- Prefinery
Triggered when a user applies and is pending opt-in confirmation.
Instant
Trigger
- Prefinery
Triggered when a user unsubscribes from receiving emails.
Instant
Trigger
- Prefinery
Triggered when a user is updated or modified. For example, when they change status or their profile is modified.
Instant
Trigger
- Prefinery
Unsubscribe a User and add their email address to the suppression list.
Scheduled
Action
- Prefinery
Creates a new user.
Scheduled
Action
- Prefinery
Trigger rewards when a user performs a custom event.
Scheduled
Action
How Pipedrive + Prefinery Integrations Work
- Step 1: Authenticate Pipedrive and Prefinery.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Pipedrive Tutorials
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