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Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect Pipedrive to Workiz with a Zapier template.

Our most popular template

Create Pipedrive deals when new Workiz jobs are added
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Workiz + Pipedrive
Create new Workiz jobs from updated Pipedrive deals
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Pipedrive + Workiz
Create new jobs in Workiz for every new deal in Pipedrive
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Pipedrive + Workiz

Create Pipedrive deals when new Workiz jobs are added

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Workiz + Pipedrive

Create new Workiz jobs from updated Pipedrive deals

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Pipedrive + Workiz

Create new jobs in Workiz for every new deal in Pipedrive

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Pipedrive + Workiz

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Pipedrive with Workiz - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.

Add your action

An action happens after the trigger—such as "Create Job" in Workiz.

You’re connected!

Zapier seamlessly connects Pipedrive and Workiz, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Activity filter
  Required
Trigger
Polling
Try It
- Activity 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
- Activity filter
  Required
- Deal 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
- Note
  Required
- Label
  Required
Action
Write
- Product_id
  Required
- Product Variation Id
  Required
Action
Write
- Title
  Required
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project_id
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
Action
Write
- Name
  Required
- Emails
- Phones
Action
Write
- Title
  Required
- Project Template
- Board ID
- Phase ID
- Discount Description
  Required
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Label
  Required
Action
Write
- Note
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Note
  Required
- Title
  Required
- Deal status
- Stage in pipeline
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Note
  Required
- Name
  Required
Action
Write
- Copy_null
- Note
  Required
- Name
  Required
- Product Code
- Discount Description
  Required
- Unit price
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Note
  Required
- Title
  Required
- Project_id
- Discount Description
  Required
- Mark as done
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Owner
- Activity filter
  Required
- Mark as done
- Activity Type
- Created After
- Due Date After
- Due Date Before
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Note
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search keywords
  Required
- Search type
- Assignee
- Project_id
- Mark as done
Action
Search
- Subject
  Required
- Search Type
- Owner
- Activity filter
  Required
- Mark as done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project_id
- Discount Type
  Required
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Search or write
- Search type
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Discount Amount
  Required
- Currency
- Source Channel
- Source Channel ID
Action
Search or write
- Search type
- Name
  Required
- Emails
- Phones
Action
Search or write
Job Status Change
Triggers when a job status is changed
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

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
  Required
Trigger
Polling
Try It
- Activity filter
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Activity filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Note
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Note
  Required
- Add Multiple Products?
Action
Write
- Subject
  Required
- Owner
- Organization
- Deal
- Lead
- Project_id
- Mark as done
- Discount Type
  Required
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- File
  Required
- File Name
- Deal
- Person
- Organization
- Product_id
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Discount Amount
  Required
- Currency
- Source Channel
- Source Channel ID
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Product Code
- Discount Description
  Required
- Unit price
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Discount Description
  Required
- Mark as done
- Due Date
- Assignee
- Parent Task
Action
Write
- Note
  Required
- Subject
  Required
- Owner
- Organization
- Deal
- Lead
- Project_id
- Mark as done
- Discount Type
  Required
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- Note
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Discount Amount
  Required
- Currency
- Source Channel
Action
Write
- Copy_null
- Note
  Required
- Name
  Required
- Emails
- Phones
Action
Write
- Note
  Required
- Title
  Required
- Board ID
- Phase ID
- Discount Description
  Required
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Label
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Search By
- Search keywords
  Required
- Search type
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Title
  Required
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search type
- Name
  Required
Action
Search or write
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Lead start time
- Email address
- Job source
- Description
- Company
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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Connect Pipedrive and Workiz to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Pipedrive on the Zapier blog

Make work flow with AI

Level up your Pipedrive to Workiz integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Pipedrive + Workiz integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Workiz

How do I set up an integration between Pipedrive and Workiz?

To integrate Pipedrive with Workiz, you can use an automation platform like Zapier. We allow you to connect both platforms by setting triggers and actions. For example, when a new deal is added in Pipedrive, an action can be set to create a new job in Workiz.

What are some common triggers available for this integration?

Common triggers include 'New Deal' or 'Updated Deal' in Pipedrive and 'New Job' or 'Updated Job' in Workiz. These triggers can initiate actions across the connected platforms.

Can I customize the integration to fit my workflow needs?

Yes, you can customize the integration by selecting specific triggers and actions that match your workflow. You can also apply filters to ensure that only certain data passes through interconnections between Pipedrive and Workiz.

Do I need any technical skills to integrate Pipedrive with Workiz?

No technical skills are needed. Our platform provides a user-friendly interface where you can select your triggers and actions without any coding involved.

Are there any limitations on the types of data I can transfer between these systems?

While most types of data such as contacts, deals, and jobs can be transferred, it's essential to check both platforms’ API documentation for specific limitations regarding custom fields or specific unsupported data types.

How do I troubleshoot if my integration isn't working correctly?

Start by checking your automation history on our platform for any error messages related to your integrations. Ensure that the trigger events have occurred as expected in Pipedrive or Workiz and verify that all necessary permissions are granted.

Can I automate updates from Workiz back to Pipedrive?

Yes, you can set up reverse automation where updates or changes in Workiz trigger actions like updating a deal or adding a note in Pipedrive.

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 moreLearn moreHelpHelp

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About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Connect Pipedrive and Workiz to unlock the power of automation

Set up your first integration

Create Pipedrive deals when new Workiz jobs are added

Create new Workiz jobs from updated Pipedrive deals

Create new jobs in Workiz for every new deal in Pipedrive

Create Pipedrive deals when new Workiz jobs are added

Create new Workiz jobs from updated Pipedrive deals

Create new jobs in Workiz for every new deal in Pipedrive

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Pipedrive and Workiz to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Pipedrive on the Zapier blog

6 ways to automate Pipedrive with Zapier

Make work flow with AI

Frequently Asked Questions about Pipedrive + Workiz integrations

Connect Pipedrive to Workiz on the world's largest no-code automation platform