Livespace + Pipedrive
Create notes for new Pipedrive leads in Livespace
Easily keep track of new leads in Pipedrive by adding a note for them in Livespace with this efficient workflow. Whenever a new lead is created in Pipedrive, a corresponding person note will be added in Livespace, ensuring you never miss out on any important information. This automation helps to streamline your sales process and enhances lead management between the two apps.
Easily keep track of new leads in Pipedrive by adding a note for them in Livespace with this efficient workflow. Whenever a new lead is created in Pipedrive, a corresponding person note will be added in Livespace, ensuring you never miss out on any important information. This automation helps to streamline your sales process and enhances lead management between the two apps.
- When this happens...
New LeadTriggers when a lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Person NoteAdds a note to existing person.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Activity Type
Created After
Due Date After
Due Date Before
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization
Associated Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch By
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange in Deal Status
Triggers when deal status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task nameRequired
Date from
Date to
Description
Company
Person
Deal
Responsible user ID
Type ID
Status ID
Is done
Is private
Priority
Additional fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name
Status
Deal id
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany nameRequired
Company tax number
Company email
Company phone
Company id
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
Person firstname and lastnameRequired
Person emails
Person phones
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
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
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization
Deal
Lead
Project
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Activity Type
Created After
Due Date After
Due Date Before
Organization
Deal
Lead
Project
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
ProjectRequired
Done
TitleRequired
Description
Due Date
Parent Task
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChange in Deal Stage
Triggers when deal stage is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Cost IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Product IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
Company nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person
Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Person additional fields
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company name
Company tax number
Company email
Company phone
Company id
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal nameRequired
Status
Deal id
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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