Connect Business Pilot and Pipedrive to power AI-driven automation

Creates a Contact Note in the system.

Creates an Enquiry in the system.

Create a Lead Note in the system.

Used to add a purchase order line to an existing purchase order

Update a contact's marketing preference types by email

Update the marketing preferences for an enquiry.

Finds all Contacts in the system (using item lists)

Finds a Contact in the system

Find all contact types in the system (using item lists)

Find a Contract in the system

Finds all Invoices (using item lists)

List all lead sources (using item lists)

Find all lead types in the system (using item lists)

Find all product types (using item lists)

Find all purchase orders (using item lists)

Finds all Purchase Order Invoice Queries (using item lists)

Find all sales areas (using item lists)

List all suppliers in system

Finds an Enquiry in the system

Find a Lead in the system

Find a Purchase Order Invoice in the system.

Find a Service Call in the system

Triggers when a new comment is added to a note.

Triggers when an organization newly matches a Pipedrive filter for the first time.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Triggers when an existing organization is updated.

Adds a discount to an existing deal.

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

Creates a new product.

Creates a new task.

Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.

Updates an existing lead.

Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds deals associated with a person with enhanced data.

Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.

Retrieves a specific note by its ID.

Finds organizations by ID or field search.

Finds products by name, ID, or product code.

Find tasks by title, description, or other criteria.

Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.

Finds an organization by name, or creates one if none is found.

Finds a product by field search, or creates one if none is found.

Finds a task by search criteria, or creates one if none is found.

Creates a Contract Note in the system.

Creates a Lead Document in the system

Creates a Lead Quote in the system

Update the marketing preferences for a contact

Update enquiry marketing preferences

Update a purchase order with estimated/confirmed dates and reference

Finds all Document Types in the system (using item lists)

Finds a contact type in the system

Finds all Contracts in the system (using item lists)

Finds all Enquiries in the system (using item lists)

Finds all Leads in the system (using item lists)

Finds a lead type in the system

Find all product interests (using item lists)

Find all project types (using item lists)

Find all purchase order invoices (using item lists).

Find all roles in the system

Finds all Service Calls in the system (using item lists)

Find all users in the system

Finds an Invoice in the system.

Finds a Purchase Order in the system

Find a Purchase Order Invoice Query in the system

Triggers when an activity newly matches a Pipedrive filter for the first time.

Triggers when a deal newly matches a Pipedrive filter for the first time.

Triggers when a new project is created.

Triggers when an existing deal is updated.

Triggers when an existing person is updated.

Adds an existing label to an existing person.

Add product variation to a product.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

Creates a new project.

Add or remove labels from a deal.

Updates an existing deal.

Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

Updates an existing product.

Updates an existing task.

Finds activities by subject, owner, and other criteria. Returns multiple results.

Finds deals by any field.

Finds leads based on your search criteria.

Finds notes by Deal, Lead, Person, User, or Organization.