Connect Pipedrive and Skalin to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Pipedrive with Skalin - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create New Agreement" in Skalin.
You’re connected!
Zapier seamlessly connects Pipedrive and Skalin, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Copy
- FilterRequired
- Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New LeadTriggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New NoteTriggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New OrganizationTriggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Deleted PersonTriggers 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 plan- Filter 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 app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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 found- Search 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 found- Search By
- 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- Contact tagRequired
- Trigger delayRequired
- Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CustomerTrigger when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Touch typeRequired
- Trigger delayRequired
- Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
CSM Owner ChangedTrigger when a CSM Owner changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Trigger delayRequired
- Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TaskTrigger when a new task is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task Project CompletedTrigger when all task project's tasks are marked has completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer ID
- Customer NameRequired
- Customer domainRequired
- Customer description
- Customer stage
- Customer CsmScore
- Csm owner email
- List of commat separed tags
- Interaction goal
- Customer heatlhscore profile
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email ts
- Interation IDRequired
- Customer domain or IDRequired
- Subject
- Html body
- From email
- Commat separed list of emails targeted by email
- Commat separed list of cc emails targeted by email
- Commat separed list of bcc emails targeted by email
- Score
- Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note ts
- Interation IDRequired
- Customer domain or IDRequired
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create New Task Project From TemplateCreate a new task project from template.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PersonTriggers 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 app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity 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 found- Search 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 found- Search 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 found- Search 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 found- Contact tagRequired
- Touch typeRequired
- Trigger delayRequired
- Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Customer Became GhostTrigger when a new customer became ghost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Trigger delayRequired
- Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Customer CSM Pulse ChangedTrigger when a customer CSM Pulse changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Customer Stage ChangedTrigger when a new customer stage changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CompletedTrigger when a task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Trigger delayRequired
- Trigger delay periodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task ProjectTrigger when a new task project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Customer domain or IDRequired
- Agreement typeRequired
- Agreement plan
- Agreement start dateRequired
- Agreement autoRenew
- Agreement engagementRequired
- Agreement engagement periodRequired
- Agreement noticeRequired
- Agreement engagement periodRequired
- Agreement mrr
- Agreement fee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- Contact emailRequired
- Customer domain or IDRequired
- Contact description
- Phone
- List of commat separed contact's additional emails
- List of commat separed tags
- Firstname
- Lastname
- Contact role
- Contact job title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call ts
- Interation IDRequired
- Customer domain or IDRequired
- Title
- Body
- From email
- Commat separed list of emails targeted by note
- Score
- Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Meet ts
- Interation IDRequired
- Customer domain or IDRequired
- Metting subject
- Metting description
- Organizer email
- Commat separed list of attendees emails
- Score
- Source identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer domain or ID
- Skalin customer ID
- Task typeRequired
- Task status
- Task titleRequired
- Task description
- Task due date
- Task priority
- Task reminder
- Task recurring
- Task recurring period
- Task owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Pipedrive and Skalin to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.




