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How Zapier works
Zapier makes it easy to integrate Synergy with Pipedrive - no code necessary. See how you can get setup in minutes.
Select a trigger from Synergy
Setup an action from Pipedrive
That’s it! You just connected Synergy to Pipedrive
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Synergy and Pipedrive 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
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
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.
- New or Updated Contact
Triggers when a Contact is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Project
Triggers when a Project is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Include cancelled leave recordsRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Updated Project Status
Triggers when a Project Status is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Synergy Contact IdRequired
- NameRequired
- ABN
- ACN
- Website
- Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- First Name
- Last NameRequired
- Parent Contact IdRequired
- Primary Email
- Job Type
- Website
- Phone
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Is Multi-StageRequired
- Template Id
- Is Billable
- Scope of Work
- Primary Contact Id
- Street Line 1
- Street Line 2
- Suburb/Town
- Post code
- State
- Country
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- First Name
- Last NameRequired
- Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Synergy Leave IdRequired
- Synergy Leave StatusRequired
- Synergy Leave DetailRequired
- Start date of leave (YYYY-MM-DD)Required
- End date of leave (YYYY-MM-DD)Required
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Individual
- Search Company
- Search Personnel
- Search Staff
- Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Template name (Exact Match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter_idRequired
- Deal Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - StaffIdRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- ProductRequired
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StaffIdRequired
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StaffIdRequired
- TitleRequired
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StaffIdRequired
- NameRequired
- Owner
- Organization
- Primary Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers