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Create integrations between Pipedrive and XRay Workflow to automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problemsβ€”no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more appsβ€”no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook formβ€”the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook leadβ€”the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflowβ€”consisting of a trigger and one or more actionsβ€”that connects your apps.
Triggers and actions are the main components of every automated workflow.
Connect Pipedrive and XRay Workflow 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 reportingβ€”and close more deals as a result.
An illustration representing how to automate lead management with Zapier.
Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action
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.

    • Filter_id
      Required
    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    • Deal Status
    Trigger
    Scheduled
    Try It
    • Filter_id
      Required
    Trigger
    Scheduled
    Try It
Zapier's blog goes in-depth on automating Pipedrive
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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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    About XRay Workflow
    This is a software agnostic workflow application. Create your home screen for workflows today!
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