Pipedrive + PropertyRadar + Formatter by Zapier

Create or update contacts and deals in Pipedrive for new property updates in PropertyRadar

Create a contact and a new deal in Pipedrive with this multi-step integration. When there is a new match or status change in a PropertyRadar list, Zapier automatically finds the record in Pipedrive and updates it. If there is no match, a new record is created with proper name capitalization.

When this happens...
Property Data on Matches & Updates
Triggers with detailed property data when new properties match your criteria or when properties you are monitoring change.
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Find or Create Person
Finds a person by name, or creates one if none is found.
ActionSearch or write
then do this!
Create Deal
Creates a new deal.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Property Data on Matches & Updates
Triggers with detailed property data when new properties match your criteria or when properties you are monitoring change.
Trigger
Instant
Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
Action
Write
Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Action
Write
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Action
Write
Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Instant
Pipedrive
Triggers when a deal matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a Lead is created.
Scheduled
Trigger
Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
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 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 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 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

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.

Related categories

CRM (Customer Relationship Management)

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About PropertyRadar

PropertyRadar is the property data and owner information platform for discovering new customers.

Learn more

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CRM (Customer Relationship Management)

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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