Jibble + Pipedrive
Create Jibble clients from new Pipedrive leads for seamless client management
Effortlessly manage new leads from Pipedrive by adding them as clients in Jibble with this workflow. Whenever a new lead appears in Pipedrive, it will instantly create a client in Jibble, ensuring a seamless transition and keeping your sales and time-tracking processes in sync. This automation saves you valuable time, allowing you to focus on nurturing leads and driving sales.
Effortlessly manage new leads from Pipedrive by adding them as clients in Jibble with this workflow. Whenever a new lead appears in Pipedrive, it will instantly create a client in Jibble, ensuring a seamless transition and keeping your sales and time-tracking processes in sync. This automation saves you valuable time, allowing you to focus on nurturing leads and driving sales.
- When this happens...
New LeadTriggers when a lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientCreates a Client
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
New Clock-Out
Triggers when someone clocks-out.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new member is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Group
Triggers when a new group is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Location
Triggers when a new location is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGo on Break
Triggers when someone is on break.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Project
Triggers when a project is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPersonRequired
Note for Clock out
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Phone Number
Group
Schedule
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Member EmailRequired
New Member Full NameRequired
code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Name
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Name
Address
GeoFence radius
GeoFence units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson emailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPeriodRequired
Start DateRequired
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGroup IdRequired
NameRequired
Schedule
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLocation IdRequired
NameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson IdRequired
Full NameRequired
Email
Phone Number
Group
Schedule
Code
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
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 Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Clock-In
Triggers when someone clocks-in.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Client
Triggers when a new client is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Manual Time Entry
Triggered when manual time entry is added for member
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Person
Triggers when a new member is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Update Activity
Triggers when an activity is created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPersonRequired
Activity
Project
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Code
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IdRequired
DateRequired
HoursRequired
MinutesRequired
Activity Id
Project Id
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Description
Client
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Archive Activity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Name
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Archive Project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStart DateRequired
End DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Description
Code
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Schedule
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
Full NameRequired
Phone Number
Group
Schedule
Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Code
Description
Client
Location
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
About Jibble
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