Connect Mosaic and Pipedrive to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Mosaic with Pipedrive - no code necessary. See how you can get setup in minutes.

100%

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 "Create Cost Rate" from Mosaic.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Mosaic and Pipedrive, 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.

Create Cost Rate
Triggers when a new Cost Rate is created.
Trigger
Instant
Try It
- Start Date
- End Date
- Clients
- Project IDs
- Phase Names
- Standard Work Category IDs
- Employee IDs
- Billable
- Statuses
- Created By Integrations
Trigger
Polling
Try It
- Portfolio
- Project
- Employee
Trigger
Instant
Try It
- Portfolio
- Project
- Submitted By
Trigger
Instant
Try It
- Portfolio
  Required
- Project
  Required
- Employee
  Required
- Title
  Required
- Date
  Required
- Estimated Hours
- Phase
- Work Category
Action
Write

- Name
  Required
- Description
Action
Write
- End Date
- Entity Id
  Required
- Entity Type
  Required
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Id
- Rate Group Id
  Required
- Start Date
- Team Id
  Required
Action
Write

- Amount
- Billing Category Id
- Invoice Date
- Invoice Number
- Invoice Type
  Required
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
  Required
- Project Id
  Required
Action
Write
- Member Id
  Required
- Project Id
  Required
- Role Id
  Required
- Phase Id
- Start Date
- End Date
- Override Phase Member Positions
Action
Write
- Message
  Required
- Member Ids
  Required
Action
Write
- Billable
- Billing Type
- Budget Fixed Fee With
- Budget Hourly With
- Budget Internal With
- Budget Phase By
- Dependable Phase Id
- Dependency Type
- End Date
- Estimated Cost
- Estimated Hours
- Fee Type
- Is Budget (Phase)
- Is Main
- Move After Phase ID
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Billable
- Billing Type
- Client
- Description
- End Date
- Portfolio ID
  Required
- Rate Group ID
- Rate Multiplier
- Project Number
- Start Date
- Title
  Required
- Total
Action
Write
- Hours
- Is Accrued
- Is Custom
- Name
  Required
Action
Write
- Name
  Required
- Description
Action
Write
- Portfolio
  Required
- Project
  Required
- Phase
  Required
- Employee
  Required
- Work Category
  Required
- Title
  Required
- Date
  Required
- Hours
  Required
Action
Write
- Cost Rate Id
  Required
Action
Write
- Entity Rate Id
  Required
Action
Write
- Phase ID
  Required
- Force Archive
- Force Destroy
- Project ID
  Required
- Recursive
Action
Write
- Rate Id
  Required
Action
Write
- Task ID
  Required
Action
Write
- Work Plan ID
Action
Write
- Entity Rate Id
  Required
- End Date
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Group Id
- Rate Id
- Start Date
Action
Write
- Department Id
  Required
- Name
- Description
Action
Write
- Invoice Id
  Required
- Amount
- Billing Category ID
- Invoice Date
- Invoice Number
- Invoice Type
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
- Project Id
  Required
Action
Write
- Role Id
- Start Date
- End Date
- Override Phase Member Positions
- Member Project Role Id
  Required
Action
Write
- Name
- Office Id
  Required
Action
Write
- Is Private
  Required
- Portfolio Name
  Required
- Portfolio ID
  Required
- Archive
- Unarchive
Action
Write
- PTO Id
  Required
- Hours
- Is Accrued
- Name
Action
Write
- Name
- Description
- Standard Role Id
  Required
Action
Write
- Billable
- Cost Rate
- Date
- Description
  Required
- Description ID
- Hours
- Member ID
- Phase ID
- Project ID
- Rate
- Status
- Standard Work Category ID
  Required
- Time Entry ID
  Required
Action
Write
- 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
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person
  Required
- Label
  Required
Action
Write
- Product Id
  Required
- Product Variation Id
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- 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
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
- Person
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
- Activity Type
- Created After
- Due Date After
- Due Date Before
Action
Search
- Search type
- Include file data
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Search By
- 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
- Associated Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Search By
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write

Get Rate Groups
Fetches all rate groups in team
Trigger
Polling
Try It
- All
- End Date
- Limit
- Max Daily Hours
- Max Total Hours
- Member IDs
- Minimum Daily Hours
- Minimum Total Hours
- Offset
- Phase IDs
- Project IDs
- Standard Work Category IDs
- Start Date
Trigger
Polling
Try It
- Portfolio
- Project
- Employees
Trigger
Instant
Try It
- Scope Ids
  Required
Action
Write
- Member Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Annual Rate
- Hours per year
- Actual Hourly Rate
  Required
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
  Required
- First Name
- Last Name
Action
Write
- All Day
- Daily Hours
- End Date
  Required
- Start Date
  Required
- Title
Action
Write
- End Date
- Is cost rate
- Member Id
  Required
- Phase Id
- Project Id
  Required
- Rate Amount
- Rate Id
- Start Date
Action
Write
- End Date
- Member Id
  Required
- Override Member Positions
- Role Id
  Required
- Strat Date
Action
Write
- Address 1
- Address 2
- Address 3
- City
- Country
- Name
- State
- Zip
Action
Write
- Is Personal
- Is Private
  Required
- Portfolio Name
  Required
Action
Write
- Project Id
  Required
- Member Id
  Required
- Permission Level
Action
Write
- Description
- Multiplier High
- Multiplier Low
- Rate
  Required
Action
Write
- Archived
- Billable
- Require Title
- Title
  Required
Action
Write
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
Write
- Department Id
  Required
Action
Write
- Member Project Rate Id
  Required
Action
Write
- Project ID
  Required
- Force Archive
- Force Destroy
Action
Write
- Standard Role Id
  Required
Action
Write
- Time Entry IDs
  Required
Action
Write
- Portfolio
  Required
- Project
  Required
- Task Description
  Required
- Estimated Hours
- Start Date
- End Date
- Assignees
Action
Write
- Cost Rate Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Actual Hourly Rate
  Required
- Annual Rate
- Hours Per Year
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
- First Name
- Last Name
- Member ID
  Required
Action
Write
- Member Project Rate Id
  Required
- End Date
- Rate Amount
- Rate Id
- Start Date
Action
Write
- Member Role Id
  Required
- End Date
- Override Member Positions
- Role Id
- Start Date
Action
Write
- Phase ID
  Required
- Billable
- Billing Type
- Budget Fixed Fee With
- Budget Hourly With
- Budget Internal With
- Budget Phase By
- Dependable Phase Id
- Dependency Type
- End Date
- Estimated Cost
- Estimated Hours
- Fee Type
- Is Budget (Phase)
- Is Main
- Move Action
- Move After Phase ID
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Project ID
  Required
- Add Billing Type and Rate Group to Phases
- Apply Rate Multiplier to Phases
- Billable
- Billing Type
- Client
- Description
- End Date
- Portfolio ID
- Project Number
- Rate Group ID
- Rate Multiplier
- Start Date
- Title
- Total
Action
Write
- Rate Id
  Required
- Description
- Merge Rate Id
- Multiplier High
- Multiplier Low
- Rate
Action
Write
- Archived
- Billable
- Require Title
- Title
- Standard Work Category ID
  Required
Action
Write
- Work Plan ID
  Required
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
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
  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
- Stage in pipeline
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal
  Required
- Add Multiple Products?
Action
Write
- 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
Action
Write
- File
  Required
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- Activity to Update
  Required
- 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
Action
Write
- Lead
  Required
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
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
- Person
- 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
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity 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
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
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task
Action
Search or write

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

G2 Badge - Most Implementable - Winter 2024

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 Mosaic 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

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

Learn about AI automation

About Mosaic

Mosaic maximizes companies' efficiency and profitability by automating the planning, management, and tracking of time

HelpHelp

Related categories

Project Management

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)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Agile CRM

CRM (Customer Relationship Management)

Connect Mosaic and Pipedrive to unlock the power of 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

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

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