Connect Pipedrive and Projetly to power AI-driven automation

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Choose a Trigger

Choose an Action

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Help

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 Company" in Projetly.

You’re connected!

Zapier seamlessly connects Pipedrive and Projetly, 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
- 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

- Stage in pipeline
Trigger
Instant
Try It
- Field to Watch for Changes
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Labels
  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
- Lead ID
  Required
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
- 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
New Company Created
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created in Projetly.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Write
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Select Company to Update
  Required
- Company Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
- Company Name
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
Action
Write
- Select Deal to Update
  Required
- Account / Company Id
- Customer / Contact Id
- Default Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
- Deal: Pipeline
- Deal: Stage / Milestone
- Select Default Deal Room Template
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Search or write
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
- Task Title
  Required
- Task Description
- Checklist Items
- Tags
Action
Search or 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 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
- Field to watch
Trigger
Instant
Try It
- Filter By
- Field to Watch for Changes On
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
- Location
- Priority
- Primary Participant
- Additional Participants
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Lead 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
- Deal ID
  Required
- Deal product ID
  Required
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
- Deal ID
  Required
- Field to search by
  Required
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
- Location
- Priority
- 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
Existing Company Updated
Triggers when an existing company is updated.
Trigger
Instant
Try It
Existing Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Existing Deal Updated
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Existing Project Updated
Triggers when an existing project is updated.
Trigger
Instant
Try It
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Write
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
  Required
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Select Contact to Update
  Required
- Select Company
- Contact Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
- Phone (Primary)
- First Name
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
Action
Write
- Select Project to Update
  Required
- Company Id
- Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
- Project Type
- Select Project Template
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Search or write

For AI agents & developers

Use Pipedrive and Projetly with AI agents and code

Beyond Zap workflows. Call Pipedrive and Projetly actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Pipedrive and Projetly actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Discount to Deal
Create Company

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Pipedrive and Projetly actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* pipedrive / projetly action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

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G2 Badge - Leader Mid-Market - Winter 2024

93%

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

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Pipedrive and Projetly 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 Projetly integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

Related categories

CRM (Customer Relationship Management)

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About Projetly

Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.

HelpHelp

Related categories

Project Management

Connect Pipedrive and Projetly to power AI-driven automation

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

Use Pipedrive and Projetly with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Connect Pipedrive and Projetly 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

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