MOCO + Pipedrive
Create leads in MOCO from new deals in Pipedrive
Efficiently manage your sales processes with this automation workflow. When a new deal takes place in Pipedrive, this workflow will ensure a lead is created instantly in MOCO. This means less manual data entry and timely updates, helping you focus on turning new deals into successes. Never miss an opportunity to nurture potential clients and grow your business.
Efficiently manage your sales processes with this automation workflow. When a new deal takes place in Pipedrive, this workflow will ensure a lead is created instantly in MOCO. This means less manual data entry and timely updates, helping you focus on turning new deals into successes. Never miss an opportunity to nurture potential clients and grow your business.
- When this happens...
New DealTriggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
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
Approved Holiday Request
Triggers when a holiday request is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact Person
Triggers when a new contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead was created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Holiday Request
Triggers when a new holiday request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Status
Triggers when the status of an invoice is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Planning Entry
Triggers when a new Planning Entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Budget Alert
Triggers when a project budget alert event has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Outgoing Payment
Triggers when a new outgoing payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Activity
Triggers when a new sales activity has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Unarchived Project
Triggers when a project is made active again.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a company was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a lead was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an invoice was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Planning Entry
Triggers when a Planning Entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a project was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated User
Triggers when a User was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TargetRequired
MessageRequired
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Identifier
CurrencyRequired
UserRequired
Fax
Email
Phone
Address
Vat
Website
Info
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice
TotalRequired
DateRequired
CurrencyRequired
Partial payment?
Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Identifier
NameRequired
CurrencyRequired
Billing ByRequired
Hourly Rate
Budget
Budget Expenses
LeaderRequired
Finish Date
Info
Fixed price?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase
DateRequired
TotalRequired
CurrencyRequired
Description
Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Identifier
Name
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Status
Contact Work Email
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Date
ProjectRequired
UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
Receipt Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when an expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Payment
Triggers when a new incoming payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Offer
Triggers when a new offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Presence
Triggers when a new Presence is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Assignment
Triggers when a person is assigned to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Recurred Expense
Triggers when an expense is recurred.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archived Project
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Time Entry
Triggers when a time entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Person
Triggers when a contact person was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Expense
Triggers when an expense was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Offer
Triggers when an offer was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Presence
Triggers when a Presence was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Purchase
Triggers when a purchase was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UserRequired
ProjectRequired
DateRequired
DescriptionRequired
Task NameRequired
Tag
SecondsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Gender
First NameRequired
Last NameRequired
Title
Mobile Phone
Work Phone
Work Fax
Work Email
Work Address
Home Email
Home Address
Birthday
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Description
DateRequired
QuantityRequired
UnitRequired
Unit PriceRequired
Unit CostRequired
BillableRequired
Included in Budget?Required
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
AmountRequired
CurrencyRequired
Reminder DateRequired
Info
Responsible
Company
Stage
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
CreatorRequired
File
DateRequired
Due Date
Service Period From
Service Period To
Invoice number
CurrencyRequired
Payment MethodRequired
Info
TitleRequired
TotalRequired
Tax (%)Required
Tax included in Total?Required
Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task NameRequired
Project IdentifierRequired
Hourly Rate
Task Budget
Active
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Date
ProjectRequired
UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Firstname
Lastname
Work Email
Phone Number
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Title
ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Identifier
Company Name
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Credit Account
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Last Name
First Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
About MOCO
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