Triggers when a specific field on a person changes in your Pipeline CRM account. Select which field to watch.

Creates a new activity (note) on a person, company, or deal. Use this to log meeting notes, call summaries, or any record of interaction — each activity is added to the timeline, not overwritten.

Creates a new calendar task in your Pipeline CRM account.

Creates a new deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Updates an existing calendar event in your Pipeline CRM account.

Updates an existing company in your Pipeline CRM account.

Updates an existing person in your Pipeline CRM account.

Find an existing activity or note in your Pipeline CRM account.

Find an existing deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Find or Create Deal

Triggers when an outside Zap calls this Sub-Zap. Always used inside of a Sub-Zap. A later step in the Sub-Zap should be the "Return from a Sub-Zap" action.

Used inside of a Sub-Zap, this is the final step of a Sub-Zap and should be after the "Start a Sub-Zap" trigger.

Converts an existing company to a customer in your Pipeline CRM account.

Creates a new calendar event in your Pipeline account.

Creates a new company in your Pipeline CRM account.

Creates a new person in your Pipeline CRM account.

Moves a deal to next stage.

Updates an existing calendar task in your Pipeline CRM account.

Updates an existing deal in your Pipeline CRM account.

Uploads a document from a URL and attaches it to a deal, person, or company in your Pipeline CRM account.

Find an existing company in your Pipeline CRM account.

Find an existing person on your Pipeline account.

Find or Create Company

Find or Create Person

Used outside of a Sub-Zap, this will activate a Sub-Zap, which should contain both the "Start a Sub-Zap" trigger and "Return from a Sub-Zap" action.