Pipedrive + Vitally
Add new matched deals from Pipedrive to customer segments in Vitally
When a new deal meets your criteria in Pipedrive, ensure it gets the attention it deserves by directly adding it to a segment in Vitally. This automation will manage your workflow, making sure all qualified deals are efficiently processed in Vitally for better customer understanding and interaction. Increase your productivity, stay organized and never miss an opportunity with this essential workflow.
When a new deal meets your criteria in Pipedrive, ensure it gets the attention it deserves by directly adding it to a segment in Vitally. This automation will manage your workflow, making sure all qualified deals are efficiently processed in Vitally for better customer understanding and interaction. Increase your productivity, stay organized and never miss an opportunity with this essential workflow.
- When this happens...
Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Customer to SegmentAdd a customer to a segment
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
Source Channel
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.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 appPerson
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 ByRequired
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
List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Custom Objects
Lists all Custom Objects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NPS Response Created
Triggers when a new NPS Response is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Projects
Lists all Projects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Status Changed
Triggers when a Project's status changes in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a Task is marked complete in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
UserRequired
Teammate
Message TextRequired
Subject
Timestamp
ID
URL
Conversation ID
Conversation URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Reponse TimestampRequired
Score
Feedback
Response ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CreatorRequired
EventRequired
Message ID
Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Custom Object InstanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ObjectRequired
Search FieldRequired
Customer
Organization
NameRequired
Owner (Teammate)
Created By (Teammate)
External 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 foundSearch FieldRequired
Customer
Organization
NameRequired
Assigned Teammate
Category
Description
Due Date
Tags
Traits
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 planFilter By
Field to Watch for Changes On
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
Source Channel
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 appNote IDRequired
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
Source Channel
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 foundCustomer Created
Triggers when a new Customer is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when a new Note is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Created
Triggers when a new Organization is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a new Project is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Project Statuses
Lists all Project Statuses
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Created
Triggers when a new Task is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom ObjectRequired
Customer
Organization
NameRequired
Owner (Teammate)
Created By (Teammate)
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Organization
Teammate
Category
Subject
TextRequired
Date
Tags
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Organization
NameRequired
Assigned Teammate
Category
Description
Due Date
Tags
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Customer
Organization
Teammate
Category
Subject
TextRequired
Date
Tags
Traits
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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