Pipedrive + Sweap
Search and update guests in Sweap from newly updated Pipedrive deals
Once active, this Zapier template will find a guest in Sweap whenever a new Pipedrive deal is updated. If a guest exists, they will be updated. If a guest doesn't exist, they will be created..
Once active, this Zapier template will find a guest in Sweap whenever a new Pipedrive deal is updated. If a guest exists, they will be updated. If a guest doesn't exist, they will be created..
- When this happens...
Updated DealTriggers when an existing deal is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update GuestFinds a Guest resource by ID and updates limited fields. Supports Custom Fields.
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
New Contact Created (Beta)
Triggers when a new Contact is created in your account. Contact API is in Beta right now!
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Event
Triggers when any Event in your Sweap Account is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst Name
Last Name
EmailRequired
External ID
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
note1
First Name
Last Name
Email
External ID
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IDRequired
StateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Checkin IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appRecipient IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent IDRequired
Category ID
Category Name
Exact Match?Required
External ID
Created after
Updated after
Sort byRequired
Sort OrderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
External ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent IDRequired
First Name
Exact Match?Required
Last Name
Exact Match?Required
Email Address
Invitation State
Ticket ID
Created after
Updated after
Sort byRequired
Sort OrderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
EmailRequired
External ID
Note
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 planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
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 foundNew Event Created
Triggers when a new Event is created in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact (Beta)
Triggers when any Contact in your Sweap account is updated. Contact API is in Beta right now!
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEvent IDRequired
First Name
Last Name
Email Address
External ID
Entourage Count
Invitation StateRequired
Comment
Ticket ID
Help Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IDRequired
Info
External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Guest IDRequired
Info
First Name
Last Name
Email Address
External ID
Entourage Count
Invitation State
Comment
Ticket ID
Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGuest IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Event ID
Guest ID
Type
Checkin ID
External ID
Created after
Updated After
Sort byRequired
Sort OrderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent ID
Event Name
Exact Match?Required
State
Start Date After
End Date After
External ID
Created After
Updated After
Sort byRequired
Sort orderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appRecipient ID
Recipient Email
Opt-in State
Bounce State
External ID
Created after
Updated after
Sort byRequired
Sort OrderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent IDRequired
First Name
Exact Match?Required
Last Name
Exact Match?Required
Email Address
Invitation StateRequired
Ticket ID
Created after
Updated after
Sort byRequired
Sort OrderRequired
External ID
Entourage Count
Comment
Help Text
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 Sweap
Automate time-consuming tasks that remove focus from the impact of your event. For in-person & online events.