Birdeye + Pipedrive
Create new Birdeye customers from matched activities in Pipedrive
Make your customer management smoother with this workflow. When there's a matched activity in Pipedrive, it instantly crafts a new customer profile in Birdeye. This will not only save you time but also ensure accurate data entry, thus bolstering your customer relationships. Take advantage of this seamless link between Pipedrive and Birdeye to increase efficiency in your business operations.
Make your customer management smoother with this workflow. When there's a matched activity in Pipedrive, it instantly crafts a new customer profile in Birdeye. This will not only save you time but also ensure accurate data entry, thus bolstering your customer relationships. Take advantage of this seamless link between Pipedrive and Birdeye to increase efficiency in your business operations.
- When this happens...
Activity Matching FilterTriggers when an activity newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create CustomerCreates a new customer for a specified business.
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 foundBusiness numberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business numberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ClientIdRequired
First NameRequired
Last Name
Date of Birth
EmailRequired
PhoneRequired
Gender
Business NumberRequired
Appointment IdRequired
Provider Id
Provider First Name
Provider Last Name
Start TimeRequired
End Time
Appointment Type Id
Appointment Type
Duration
Reason To Visit
Notes
Guardian Id
Guardian First Name
Guardian Last Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
Action
CRM Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Phone
Total AmountRequired
Invoice Created Date
Invoice Number
Custom Fields
Tags
Invoice Due Date
Invoice Item Desc
Attachment URL
External Reference Id
Delay In Hours
Email Template
Send Email
Send Immediately
Send Text
Text Template
Crm Name
Crm Doc Id
CRM CustomerId
External Tracking Id
Automation UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NumberRequired
Customer IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Crm Doc Id
Crm Name
CRM CustomerId
External Reference Id
Notes
Paid Date
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To EmailRequired
Ticket Status
Ticket IDRequired
Parent Business NumberRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 foundBusiness NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created in birdeye
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
CRM Name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Business IdRequired
First Name
Last Name
Customer Email
Customer Phone
External Reference ID
Custom Fields
Referred By Code
Referred By Email
Referred By Phone
Employee First Name
Employee Last Name
Employee Email Id
Employee Phone Number
CRM Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment IdRequired
External Appointment IdRequired
Business numberRequired
ActionRequired
Appointment StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event NameRequired
Location Business NumberRequired
CRM NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.business NumberRequired
appointment IdRequired
ActionRequired
Start TIme
End Time
Duration
AppointmentType Id
Appointment Type
Provider Id
provider first name
provider last name
Client Id
First Name
Last Name
Date of birth
Email
Phone
Gender
Notes
Guardian Id
Guardian First Name
Guardian First Name
Guardian Dob
Guardian Gender
Guardian Email
Guardian Phone
Source
Timezone
CRM Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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