HeyReach + Pipedrive
Create new Pipedrive persons from new HeyReach connection requests sent
Whenever a connection request is sent through HeyReach, streamline your process by simultaneously creating a new person in Pipedrive. This efficient workflow allows you to save valuable time and ensures information consistency across your platforms. It's a proactive solution to effortlessly manage your networking efforts.
Whenever a connection request is sent through HeyReach, streamline your process by simultaneously creating a new person in Pipedrive. This efficient workflow allows you to save valuable time and ensures information consistency across your platforms. It's a proactive solution to effortlessly manage your networking efforts.
- When this happens...
Connection Request SentTriggers when you send a connection request.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
ActionWriteCreate a new record or update an existing record in your app.
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Campaign Completed
Triggers when a campaign finishes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connection Request Sent
Triggers when you send a connection request.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.InMail Reply Received
Triggers when a prospect replies to an InMail message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Liked Post
Triggers when a post is liked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Sent
Triggers when a message is sent from a campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Viewed Profile
Triggers when a profile is viewed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Lead LinkedIn URLRequired
First NameRequired
Last NameRequired
Lead Email
Company
Headline
Position
About
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Lead IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
Lead Member Id
Lead URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Linked In URL
Lead Email
Lead LinkedIn Id
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Keyword
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn Senders
Campaigns
Keyword
Message Seen
LinkedIn Lead Id
Lead Profile URL
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appListRequired
Keyword
LinkedIn Lead Id
Lead Profile URL
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appList IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSender IdRequired
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 found
Connection Request Accepted
Triggers when a connection request you have sent is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Follow Sent
Triggers when a prospect is followed from a campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.InMail Sent
Triggers when an InMail is sent from a campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Reply Received
Triggers when a prospect replies to a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Tag Updated
Triggers when a prospect's tag is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
LinkedIn Sender
LinkedIn Profile URL
First Name
Last Name
Email Address
Company
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
List Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sender ProfileRequired
Conversation IDRequired
MessageRequired
Subject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keyword
Status
LinkedIn Senders
Limit
Offset
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn Sender IdRequired
Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaignRequired
Time From
Time To
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLead LinkedIn URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
Campaigns
List TypeRequired
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedin Senders
Campaigns
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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
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