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Set up your first integration
Quickly connect Pipedrive to Miro with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Miro - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Copy Board" in Miro.
You’re connected!
Zapier seamlessly connects Pipedrive and Miro, 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.
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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Frequently Asked Questions about Pipedrive + Miro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Miro
How do I set up a trigger in Pipedrive to create a board in Miro?
To set up a trigger in Pipedrive to create a board in Miro, begin by selecting a trigger event, such as 'New Deal' or 'Deal Updated' in Pipedrive. Then, configure the action to be 'Create Board' in Miro, ensuring you've authenticated both accounts within our platform.
Can I update Miro cards when a deal stage changes in Pipedrive?
Yes, you can update Miro cards based on deal stage changes in Pipedrive by setting the trigger as 'Deal Stage Changed' and configuring an action to 'Update Card' on your chosen Miro board. Ensure you map the fields correctly for seamless updates.
Is it possible to automatically add comments to Miro from Pipedrive notes?
Absolutely! You can set this up by choosing 'New Note' as the trigger event in Pipedrive and linking it to an 'Add Comment' action in Miro. This allows for real-time collaboration where all notes can be tracked and discussed on the respective boards.
How can I sync contact information between Pipedrive and Miro?
To sync contact information, select a relevant trigger like 'New Contact' or 'Contact Updated' in Pipedrive. You can then choose an appropriate action such as 'Add Sticky Note' or 'Create Card' with contact details on your selected Miro board.
What should I do if my integration between Pipedrive and Miro isn’t working?
If the integration isn't working, first check both apps’ connection statuses on our platform. Ensure triggers and actions are correctly set up and that any required fields are not left blank. If issues persist, consult our help center for further troubleshooting tips.
Can we use custom fields from Pipedrive when creating objects in Miro?
Yes, custom fields from Pipedrive can be utilized when creating objects like cards or sticky notes in Miro. When setting up your integration, ensure that you map these custom fields correctly under the ‘Customize Data’ section during configuration.
Does data update automatically between systems once connected?
Once connected through our integration platform, data updates automatically based on the triggers you've set (e.g., new deals or updates). Each documented change within Pipedrive will reflect on your linked Miro boards via designated actions without manual input.