Pipedrive + The Value Builder System™

Create contacts in The Value Builder System™ from new Pipedrive activities

Stay on top of new activities in Pipedrive and grow your contacts list with this efficient workflow. When there's a new activity in Pipedrive, this automation creates a contact in your Value Builder System™ app using the email address associated with the activity. Save time and ensure your contacts stay updated with this streamlined process.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerScheduled
automatically do this!
Create Contact From Email
Create a new contact based on email address.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Lead
Triggers when a Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- Stage in Pipeline
Trigger
Instant
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Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
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- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field 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
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
Clicked Email by Contact
Triggers when a contact clicks a link on CTA in an email.
Trigger
Instant
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Open/Click Contact Email
Triggers when a contact interacts with an email (open, click).
Trigger
Instant
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Engagement Program Activated
Triggers when an engagement program is activated for a contact.
Trigger
Instant
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Unsubscribe Contact From Nurture Cycle
Triggers when a contact unsubscribes from Nurture Cycle.
Trigger
Instant
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- EmailRequired
Action
Write
- EmailRequired
- SubjectRequired
- NoteRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Company NameRequired
- CountryRequired
Action
Write
- ToRequired
- SubjectRequired
- Body TypeRequired
- BodyRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
Action
Search

- Filter IdRequired
Trigger
Scheduled
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- FilterRequired
- Deal Status
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- FilterRequired
Trigger
Scheduled
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- Filter By
Trigger
Instant
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- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- 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?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
New Activity Feed
Triggers when a new activity feed is added to Value Builder.
Trigger
Instant
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Opened Email by Contact
Triggers when a contact opens an email.
Trigger
Instant
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Sent Email to Contact
Triggers when a contact is sent an email.
Trigger
Instant
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New Contact
Triggers when a new contact is added to Value Builder.
Trigger
Instant
Try It
Update Contact
Triggers when a specified property is updated on any contact.
Trigger
Instant
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- EmailRequired
- TitleRequired
- DescriptionRequired
- DateRequired
Action
Write
- EmailRequired
- TagRequired
Action
Write
- EmailRequired
Action
Write
- EmailRequired
- What is the purpose of opening this engagement?Required
- Who are you opening the engagement for?Required
- Is the Business Owner paying for the engagement?Required
- Would it be helpful to discuss this engagement with your Customer Success Manager?Required
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Company NameRequired
- CountryRequired
- City
- Address
- Phone
Action
Write

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.

Learn more Help

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CRM (Customer Relationship Management)

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About The Value Builder System™

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

Help

Related categories

Marketing Automation

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Pipedrive + The Value Builder System™

Create contacts in The Value Builder System™ from new Pipedrive activities

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Label to Person

LabelRequired

Create Activity

SubjectRequired

Organization

Assign To

Person

Deal

Lead

Is done?

Type

Use combined date and time field?

Duration

Free/Busy

Note

Public Description

Attach File

FileRequired

File NameRequired

Deal

Person

Organization

Product

Activity ID

Note ID

Create Lead

TitleRequired

Person

Organization

Owner

Note

Pin Note to Lead?

Label

Expected Close Date

Lead Value

Lead Value Currency

Create Organization

NameRequired

Owner

Address

Create Product

NameRequired

Code

Unit

Tax percentage

Is active?

Owner

Currency

Price

Cost

Overhead Cost

Update Deal

DealRequired

Title

Status

Stage

Owner

Organization

Person

Value

Currency

Update Organization

OrganizationRequired

Owner

Name

Address

API Request (Beta)