Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

Pick which type of object you want to search for.

Pick which type of object you want to search for.

Enter a SOQL WHERE clause. See our help docs for Tips and Examples.

If no stage is specified, the trigger will fire on any deal who's stage was updated.

Price at which this product will be added to the deal.

How many items of this product will be added to the deal.

Requires Admin access to Pipedrive account

Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.

Organization this deal will be associated with.

Person this deal will be associated with.

The user you want to assign as a follower.

Supports some HTML formatting.

Note must be associated with at least one deal, person, organization, or lead.

Note must be associated with at least one deal, person, organization, or lead.

Note must be associated with at least one deal, person, organization, or lead.

Note must be associated with at least one deal, person, organization, or lead.

Format must be HH:MM

Accepts HTML format

Select user who will be marked as the owner of this lead.

Organization this lead will be associated with.

Person this lead will be associated with.

This field is required if a Lead Value amount is provided.

Will overwrite current email addresses.

Will overwrite current phone numbers.

API docs for Pipedrive are located here https://developers.pipedrive.com/docs/api/v1

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.

If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.

If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.

Requires Admin access to Pipedrive account

Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.

Organization this deal will be associated with.

Person this deal will be associated with.

If no, a fuzzy match result can be returned. For example, if searching for Zapier when this field is set to yes, the search will NOT return an org named Zapier Inc, but would return an org named Zapier or zapier.

Defaults to account's currency settings if not specified.

A currency must be specified in order to set a price.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.

API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.

Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.

Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.

Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

If omitted, the activity will be assigned to the user of the connected account.

Format must be HH:MM

Accepts HTML format

Lead must be associated with at least one person or organization.

Lead must be associated with at least one person or organization.

Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.

Supports some HTML formatting. Defaults as an unpinned note unless specified below.

If true, the note in the field above will be pinned to the top of this lead.

This field is required if a Lead Value amount is provided.

Defaults to account's currency settings if not specified.

A currency must be specified in order to set a price.

Select user who will be marked as the owner of this deal.

Organization this deal will be associated with.

Person this deal will be associated with.

Determines which App Extensions will appear in the dropdown below.

Partial sentences are ok, we'll try to find the best match.

If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.

Note that "Not Done" is set as the default when no option is picked.

If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.

If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.

Partial sentences are ok, we'll try to find the best match.

If omitted, the activity will be assigned to the user of the connected account.

If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.

Note that "Not Done" is set as the default when no option is picked.

Format must be HH:MM

Accepts HTML format

If no, a fuzzy match result can be returned. For example, if searching for a deal titled Zapier when this field is set to yes, the search will NOT return a deal named Zapier Deal, but it would return a deal named Zapier or zapier.

Lead must be associated with at least one person or organization.

Lead must be associated with at least one person or organization.

Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.

Supports some HTML formatting. Defaults as an unpinned note unless specified below.

If true, the note in the field above will be pinned to the top of this lead.

This field is required if a Lead Value amount is provided.

If no, a fuzzy match result can be returned. For example, if searching for the name Zap Zaplar when this field is set to yes, the search will NOT return a person named Zap Zaplar Jr., but would return a person named Zap Zaplar or zap zaplar.