Pipedrive + Rex
Create leads in Rex from new Pipedrive activities
Effortlessly manage your sales leads with this Pipedrive to Rex workflow. When a new activity is added in Pipedrive, a lead will be created in Rex, keeping your sales team informed and allowing for seamless lead management. Save time and maintain organization by automating this crucial task in your sales process.
Effortlessly manage your sales leads with this Pipedrive to Rex workflow. When a new activity is added in Pipedrive, a lead will be created in Rex, keeping your sales team informed and allowing for seamless lead management. Save time and maintain organization by automating this crucial task in your sales process.
- 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 LeadCreates a Lead
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 foundYour Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Mailing List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Lead IDRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Match Profile CategoryRequired
Contact IDRequired
Suburbs
Min Price
Max Price
Min Bedrooms
Max Bedrooms
Min Bathrooms
Max Bathrooms
Email Campaign Frequency
SMS Campaign Frequency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Due dateRequired
RemindeeRequired
PriorityRequired
Contact ID
Listing ID
Property ID
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Record TypeRequired
Record IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TrackRequired
Contact ID
Listing ID
Property ID
Start date
Remindee Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Calendar Event ID
ActionThis is an event a Zap performs.SearchFind existing data in your appYour Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 foundYour Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Lead Types
Limit to Lead Assignees
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Mailing List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Send From
Contact ID (Recipient)
CC Contact IDs
BCC Contact IDs
Related Listing ID
Related Property ID
Mail merge template
Subject
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Contact NameRequired
Contact Email
Contact Phone
Listing Address
Listing ID
Property Address
Subject
Assignee Override
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Contact IDs
Property IDs
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Send From
Contact ID (Recipient)
Related Listing ID
Related Property ID
Mail merge template
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Record TypeRequired
Record IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Associated record typeRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your appYour Rex Agency AccountRequired
Search type
Search value
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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About Rex
Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.
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