Pipedrive + Spotio
Create new Spotio records for updated Pipedrive activities
Effortlessly track your sales activities with this Pipedrive to Spotio integration. When a new activity occurs in Pipedrive, a record will be created in Spotio, ensuring an organized and efficient workflow. Save time and stay updated on your sales progress while focusing on closing more deals.
Effortlessly track your sales activities with this Pipedrive to Spotio integration. When a new activity occurs in Pipedrive, a record will be created in Spotio, ensuring an organized and efficient workflow. Save time and stay updated on your sales progress while focusing on closing more deals.
- 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 RecordCreate a new dataObject
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 found
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Created
Triggers when appointment for lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Created
Triggers when record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Stage Changed
Triggers when record stage changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when note for record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Activity
Create Activity in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Create Appointment in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Image
Create image.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutoplayRequired
Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Record
Update existing dataObject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataObject TypeRequired
DataObject FieldRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivityIdRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDataObject TypeRequired
DataObject FieldRequired
Search valueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAddressRequired
Address Unit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchQueryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
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 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 foundActivity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Added to Record
Triggers when document is added to record.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Created or Updated
Triggers when record is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Updated
Triggers when record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Spotio UsernameRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Activity Note
Create Activity Note in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Record
Create a new dataObject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutoplayRequired
Contact IdRequired
Allow enrolling with partial informationRequired
Allow enrolling already enrolled contactsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Activity
Update Activity in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivityIdRequired
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 valueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchQueryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldNameRequired
FieldValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternalLeadIdRequired
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
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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CRM (Customer Relationship Management)About Spotio
SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.