Pipedrive + Whoz

Pipedrive + Whoz integrations

Create deals in Pipedrive from newly-won opportunities in Whoz

Looking for a more efficient way to prep your follow-up workflows? This Zap allows you to automatically create a deal in your Pipedrive account from each new won opportunity in Whoz. Just map the data you wish to store and you're good to go!

When this happens...
Opportunity WonTriggers when an opportunity has been won.
TriggerInstant
automatically do this!
Create DealCreates a new deal.
ActionWrite

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More things you can do with Whoz and Pipedrive

Discover other triggers and actions you can use with Whoz and Pipedrive

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Task ID
  Required
- Cancellation Reason
Action
Write
- Name
  Required
- Owner
  Required
- Alias
- Type
- Description
- Website
- Company Registration Number
- Parent Account ID
- External ID
- Tags
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Global
- Federation
- Workspace IDs
Action
Write
- Workspace
  Required
- Type
  Required
- Amount Value
  Required
- Amount Currency Code
  Required
- Dossier
- Task ID
- Title
- Note
- Task Month
- Quantity
- Unit Cost Value
- Unit Cost Currency Code
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- 🌐 Federation
  Required
- Name
  Required
- Owner
  Required
- Workspace
  Required
- Start Date
  Required
- Budgeted Workload Value
  Required
- Type
- Description
- End Date
- Billable
- Remoteable
- Dossier
- External ID
- Priority
- Purchase Order
- Code
- Tags
- Qualification IDs
- Planned Workload Value
- Planned Workload Start Date
- Planned Workload Spread Over
- Unit Cost Value
- Unit Cost Currency Code
- Unit Rate Value
- Unit Rate Currency Code
- Address - City
- Address - Country Code
- Address - Postal Code
- Address - Street
- Address - Formatted
- Contract Type (only for POSITION type)
- Language (only for POSITION type)
- Publishing Date (only for POSITION type)
- Expected Skills (JSON)
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Activity ID
  Required
Action
Write
- 🆔 Dossier ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💔 Mark as Lost Deal
- 🔒 Keep Current Stage
- 🏷️ Preserve Existing Tags
Action
Write
- Resume UID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Billing Item ID
  Required
Action
Write
- Talent
  Required
- Date
  Required
- Type
  Required
- Workload
  Required
- Task ID
- Workspace
- Custom Type
Action
Write
- Profile ID
  Required
Action
Write
- Task ID
  Required
- Assignee Workloads
  Required
- Start Date
- End Date
- Prefill Timesheet
- Keep Origin Request
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 🏢 Account Name
- 🏷️ Account Alias
- 🎯 Account Type
- 📝 Description
- 🌐 Website URL
- 📋 Registration Number
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👤 Owner ID
- 🏢 Parent Account ID
- 🏷️ Tags
Action
Write
- Billing Item ID
  Required
- Title
- Note
- Task Month
- Quantity
- Amount Value
- Amount Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Type
- Task ID
- Posting Indicator
- Purchase Order
- External ID
Action
Write
- Profile ID
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Custom Fields
Action
Write
- Task ID
  Required
- Name
- Description
- Type
- Priority
- Start Date
- End Date
- Owner ID
- Dossier ID
- Workspace
- Remoteable
- Billable
- Budgeted Workload Value
- FTE Number
- Unit Rate Value
- Unit Rate Currency Code
- Unit Cost Value
- Unit Cost Currency Code
- Unit Internal Rate Value
- Unit Internal Rate Currency Code
- City
- Country Code
- Postal Code
- Street Address
- Formatted Address
- Latitude
- Longitude
- Status
- Contract Type
- Language
- Publishing Date
- Posting Indicator
- Purchase Order
- External ID
- Request Origin ID
- Delivery Model
- Lost Reason Category
- Canceled On
- Qualification IDs
- Tags
- Expected Skills
- Planned Workloads
- Custom Fields
- Staffing Workflow Step Dates
Action
Write
- Billing Item ID
  Required
Action
Write
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
Action
Search
- Search Term
Action
Search
- Dossier ID
  Required
Action
Search
- Talent ID
  Required
Action
Search
- Workspace
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Dossier ID
- Workspace
- Month
- Modified Since
Action
Search
- 🌐 Federation
  Required
- Workspace ID
  Required
- Task Types
- Statuses
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- Workspace
  Required
- Include Removed
- Modified Since
- Worklogs Modified Since
Action
Search
- Federation ID
  Required
- Dossier IDs (Multiple)
- Dossier ID (Single)
- Workspace ID
- Include Removed
- Modified Since
- Next Token
Action
Search
- Refresh Data
Action
Search
- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Label ID
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- 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
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
Action
Search
- Search type
- Include file data
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- 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
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
Action
Search or write

- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- Workspace ID
  Required
Trigger
Instant
Try It
- 👤 First Name
  Required
- 👤 Last Name
  Required
- 🏢 Federation ID
  Required
- 🏷️ Talent Type
  Required
- 🏢 Workspace
  Required
- 📅 Start Date
  Required
- 🏷️ External ID
- 🔤 Initials
- 🔐 Create Login Account
- 📧 Email Address
- 🎯 Main Email
- ✅ Email Verified
- 📞 Phone Number
- ♀️♂️ Gender
- 🎂 Date of Birth
- 🌍 Nationalities
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- ✅ Available for Staffing
- 🔓 Self-Assignable
- ⏱️ Time Tracking Unit
- 🕐 Daily Hours
- 🌍 Time Zone
- 📅 Career Start Date
- 🎖️ Years of Experience
- 📝 HR Notes
- 🏷️ Tags
- 🎓 Qualifications (Internal IDs)
- 🎓 Qualifications (External IDs)
- 🏢 Organizational Unit
- 🎖️ Grade (Internal ID)
- 🎖️ Grade (External ID)
- 👔 Role (Internal ID)
- 👔 Role (External ID)
- 💸 Daily Cost (Amount)
- 💸 Cost Currency
- 💰 Daily Rate (Amount)
- 💰 Rate Currency
- 🔄 Internal Rate (Amount)
- 🔄 Internal Rate Currency
- 🎯 Target Grade
- 🎯 Target Role
- 🎓 Desired Qualifications
- ❤️ Preferred Tasks
- 📚 Interested Trainings
- ✅ Available Since
- 🌅 Next Available Date
- 📅 Recruitment Availability
- 💰 Current Salary
- 🌅 Start Date
- 👨‍💼 Recruiter ID
- 🔍 Recruitment Source
- 🔍 Sourcer ID
- 🚦 Recruitment Stage
- 🎯 Salary Expectation
- 🎯 Target Employment Type
- 🚗 Commute Time
- ❌ Rejection Reason
- 📝 Rejection Details
- 🔄 Workflow Step
- 🔑 Last Login Date
- 📧 Last Invitation Sent
- 🔄 Rotation Flag Date
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Workspace
Action
Write
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- Talent
  Required
- Version Name
- Headline
- Aptitudes
- Positions
- Educations
- Qualification IDs
- Career Action Plan
- Hobbies
- Links
- Federation
- Custom Fields
Action
Write
- 🆔 Account ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
- 💾 Preserve Description
Action
Write
- Billing Item ID
  Required
Action
Write
- Profile ID
  Required
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 📝 Deletion Reason
- ✅ Confirm Deletion
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Federation
  Required
- Owner
  Required
- Workspace
  Required
- Effective Date
  Required
- Organizational Unit
- Name
- External ID
- Account ID
- Account External ID
- Owner External ID
- Stage
- Status
- State
- Billing Type
- Valuation Method
- Probability
- Sales Workflow Step
- Close Date
- Project ID
- Next Step
- Lost Reason
- Lost Reason Category
- Budget Amount
- Budget Currency
- Materials Costs Value
- Materials Costs Currency
- Materials Billed Amount Value
- Materials Billed Amount Currency
- Tags
- Managers IDs
- Managers External IDs
- Geographical Areas
- Custom Field 1 Key
- Custom Field 1 Value
- Custom Field 2 Key
- Custom Field 2 Value
- Custom Field 3 Key
- Custom Field 3 Value
- Custom Field 4 Key
- Custom Field 4 Value
- Custom Field 5 Key
- Custom Field 5 Value
Action
Write
- Talent
  Required
- Start Date
  Required
- End Date
  Required
- Type
- Task ID
- Workspace
- Custom Type
- Allow Overload
- Force
- Monday Workload
- Tuesday Workload
- Wednesday Workload
- Thursday Workload
- Friday Workload
- Saturday Workload
- Sunday Workload
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Candidate Status
- Selection Type
- Booking Probability
- Manager Validation Status
- Rejection Reason
- Comment
- Start Date
- End Date
Action
Write
- Task ID
  Required
- Talent ID
  Required
- Rejection Reason
Action
Write
- Activity ID
  Required
- Title
  Required
- Type
  Required
- Owner
  Required
- Initiator
  Required
- Workspace
  Required
- Account ID
- Contact ID
- Dossier ID
- Talent ID
- Task ID
- Notes
- Completed
- Pinned
- Due Date
- Due Time
- Tags
- Links
Action
Write
- 🌐 Federation
  Required
- 🆔 Dossier
- 🔗 External ID
- 📋 Dossier Name
- 🎯 Stage
- 👤 Owner
- 👤 Owner (External ID)
- 👥 Managers (Internal IDs)
- 👥 Managers (External IDs)
- 🏢 Account (External ID)
- 🏢 Workspace
- 🏷️ Tags
Action
Write
- 🆔 Talent ID
- 🔗 External ID
- 👤 First Name
- 👤 Last Name
- 🔤 Initials
- 📧 Email Address
- 🎯 Email is Main
- ✅ Email Verified
- 📞 Phone Number
- ✅ Available for Staffing
- 🔓 Self-Assignable
- 🌍 Time Zone
- 🕐 Daily Hours
- 🎖️ Years of Experience
- 🏢 City
- 🌍 Country
- 📮 Postal Code
- 🛣️ Street Address
- 📍 Full Address
- 🌐 Latitude
- 🌐 Longitude
- 👨‍💼 Manager (Internal ID)
- 👨‍💼 Manager (External ID)
- 🎓 Mentor (Internal ID)
- 🎓 Mentor (External ID)
- 📝 HR Notes
- 🏷️ Tags
Action
Write
- Profile ID
  Required
- Resume File
  Required
- Analyze Resume
Action
Write
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Activity ID
  Required
Action
Search
- Profile ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Talent
  Required
- Federation
  Required
- Include Removed
- Modified Since
- Next Token
Action
Search
- Talent ID
- Is Main Profile
Action
Search
- Month
  Required
- Talent
  Required
- Workspace
  Required
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation ID
  Required
- External IDs (Multiple)
- External ID (Single)
- Include Removed
- Modified Since
- Next Token
Action
Search
- Federation
  Required
- External IDs (Optional)
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note ID
  Required
Trigger
Polling
Try It
- Filter
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- 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
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Note ID
Action
Write
- Title
  Required
- 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
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Activity to Update
  Required
- 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
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or 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.

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CRM (Customer Relationship Management)

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About Whoz

Whoz is an AI-powered workforce optimization platform designed to assist enterprise-level services firms in streamlining complex and large-scale project.

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Related categories

Project Management

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