Filter by target audience status ("Doelgroep")

Filter by **case sensitive** tags (multiple tags allowed)

Optionally enter a Prospect ID (company) to filter Contacts by Prospect.

Add the ID for the prospect you want to update

Enter all tags that should be associated with this prospect. These tags replace all current tags. Leave this field empty to remove all tags.

Add the new Target Audience status ("Doelgroep") for the prospect you want to update

ProspectPro lets you discover and qualify B2B prospects in The Netherlands (Dutch/NL version).

ProspectPro

When total number of deals in a filter and status exceed 300, this trigger could fire on older deals if they are updated. In that case, use a more restrictive filter.

Additionally filter by deal status. Leave empty to include all deals.

Select the note to watch for new comments.

If supplied, only projects matching the given filter will be returned.

If supplied, only projects with the given status will be returned.

If supplied, only projects with the given board will be returned.

If supplied, only projects with the given phase will be returned.

Select a stage to monitor updated deals. If no stage selected, will trigger on all deals with stage updates.

If you would like to only trigger on specific deal statuses or stages, select one of the options below. If you need more complicated filtering, use a Filter step after this trigger.

Specify the field to watch for changes on.  If selected, this trigger will fire whenever the field you select's value changes for a given Deal.

Select a field to monitor changes made to an organization. If none is selected, it will trigger on any changes made to an organization.

 Select a field to monitor changes made to a person. If none  is selected, it will trigger on any changes made to a person.

Search for this value in the subject field of the activity

Fuzzy matching (default) will find an activity when the search term is a partial match to the field value. Exact matching will only find an activity if the field value matches your search term exactly.

Use filters to find specific activities. This is especially helpful if you have a large number of activities.

Select the current state of this activity. If none is selected, will default to “Not Done”.

Select the current state of this activity. If none is selected, will default to "Not Done".

Search for activities containing this text in the subject field

Fuzzy matching finds activities containing the search term. Exact matching finds activities with subjects that match exactly.

Use predefined filters to find specific activities. Helpful for large datasets.

Filter activities by type (call, meeting, email, etc.)

Find activities created after this date and time

A similar match finds a phrase or keyword that is closely related to the field value, even if there are minor differences, such as spelling or capitalization. An exact match finds a phrase or keyword that precisely matches the field value, character-for-character.

Select the type of field to search by. If left blank, it searches all fields, including custom fields.

Enter a keyword or phrase as a static value or as a dynamic value ([mapped field](https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields)).  

Select a person or enter the person ID as a custom value.

When enabled, fetches file attachments (uses additional API calls). Disable to reduce API usage and stay within rate limits.

: Select the type of field to search by. If left blank, it searches all fields, including custom fields.

Enter the term you'd like to search for. For example, if you're searching by `Title`, to find deals titled `Zapier`, enter `Zapier` in this field.

Controls how search terms are matched against field values:

• Exact Match: Only finds records where the search term exactly matches the entire field value (e.g., searching for "monkey" will only match "monkey")

• Beginning Match: Finds records where the search term appears at the beginning of the field value (e.g., searching for "monk" will match "monkey")

• Middle Match: Finds records where the search term appears anywhere within the field value (e.g., searching for "key" will match "monkey")

The ID(s) of the organization(s) to retrieve

Line items for processing multiple organizations

Whether to include persons associated with this organization

Whether to include deals associated with this organization

Whether to include activities associated with this organization

If `no`, a fuzzy match result can be returned. For example, if searching for a lead titled `Zapier` when this field is set to `yes`, the search will NOT return a lead named `Zapier Lead`, but it would return a lead named `Zapier` or `zapier`.

Enter a numerical value for the Note ID. Use a [custom value](https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-modal-fields-in-Zaps) to select a Note ID from a previous step.

Controls how search terms are matched against field values:

• Exact Match: Only finds records where the search term exactly matches the entire field value (e.g., searching for "Acme Inc" will only match "Acme Inc")

• Beginning Match: Finds records where the search term appears at the beginning of the field value (e.g., searching for "Acme" will match "Acme Inc")

• Middle Match: Finds records where the search term appears anywhere within the field value (e.g., searching for "Inc" will match "Acme Inc")

Controls how search terms are matched against field values:

• Exact Match: Only finds records where the search term exactly matches the entire field value (e.g., searching for "John Smith" will only match "John Smith")

• Beginning Match: Finds records where the search term appears at the beginning of the field value (e.g., searching for "John" will match "John Smith")

• Middle Match: Finds records where the search term appears anywhere within the field value (e.g., searching for "Smith" will match "John Smith")

If true, the search will return only exact matches.

If checked, only exact matches will be returned.

When enabled, only full exact matches against the given term are returned. It is not case sensitive.

Choose which field to search within. Leave empty to search all fields.

Enter the value to search for (minimum 2 characters).

Enter text to search in task titles and descriptions

Should the search term match exactly? (Case insensitive)

If no one is selected, the activity will be assigned to the user of the connected account.

Select “Yes” to enter the date and time into a single field. Select “No” for separate date and time fields.

Add information to an activity that is synced to your calendar and visible to all invitees.

The main topic or title of the activity. This will be the activity name that appears in Pipedrive.

The person who will be responsible for this activity. If not specified, the activity will be assigned to the user of the connected account.

Set to true if this activity is already completed. Use this when creating activities that have already been finished.

The organization this activity is related to. Select from your existing organizations in Pipedrive.

The deal this activity is associated with. This helps track activities related to specific sales opportunities.

The lead this activity is connected to. Use this to track follow-up activities for potential customers.

The project this activity belongs to. This helps organize activities within specific project workflows.

The type of activity (call, meeting, email, etc.). This helps categorize and filter your activities in Pipedrive.

Choose how to set the due date and time. Select "Yes" to use a single date-time field, or "No" to use separate date and time fields.

How long the activity will take. Format must be HH:MM (e.g., 01:30 for 1 hour 30 minutes).

Whether this activity should mark the assignee as busy in their calendar. Enable this for activities that require dedicated time.

Additional details about the activity. This field accepts HTML formatting for rich text content.

Information that will be synced to calendars and visible to all activity participants. Use this for details that attendees should see.

The main person participating in this activity. This person will be marked as the primary participant.

Other people who will participate in this activity. You can add multiple participants who will receive activity notifications.

 Selecting a stage will override any selected pipeline.

Deal will be added to the first stage of the pipeline.

 Select the person who will be responsible for this deal. If not specified, it will be set to the person associated with the Pipeline connected account.

Organization this deal will be associated with.

Person this deal will be associated with.

The specific stage for this deal. If selected, Pipeline will be ignored.

Selecting a stage will override any selected pipeline.

The pipeline for this deal. Deal will be added to the first stage of the selected pipeline.

Select the person who will be responsible for this deal. If not specified, it will be set to the person associated with the Pipeline connected account.

The organization this deal will be associated with.

The person this deal will be associated with.

The success probability percentage of the deal. Used/shown only when deal.weighted_value is used.

The value of the deal. If omitted, value will be set to 0.

The currency of the deal. Defaults to the company currency.

Lead must be associated with at least one person or organization.

Select the person who will be responsible for this deal. If not specified, it will be set to the person associated with the  connected Pipedrive account.

Use HTML to format your text with bold, italics, or links. Other formatting options are not supported.

Select "Yes" to pin note to the top of this lead.

This field is required if a `Lead Value` amount is provided.

Select the marketing Source Channel this lead is  created from. The options provided are the Source Channels configured in your Pipedrive account.

The optional ID to further distinguish the Marketing channel.

The full name of the organization or company. This will be the primary identifier for the organization in Pipedrive.

The complete physical address of the organization. Include street number, street name, city, state/province, and postal code for best results (e.g., "123 Business Ave, Suite 100, San Francisco, CA 94105").

The full name of the person you want to create. This will be the primary identifier for the person in Pipedrive (e.g., "John Smith").

A list of email addresses for this person. You can add multiple emails by providing them as separate items. Each email will be associated with this person in Pipedrive.

A list of phone numbers for this person. You can add multiple phone numbers by providing them as separate items. Include country codes for international numbers (e.g., "+1 555-123-4567").

Defaults to account's currency settings if not specified.

 If not specified, defaults to the account’s currency settings.

Whether the product can be linked to a deal or an order.

Select a project template to use for this project.

Select the project board where this project will be created.

Select the phase on the board where the project will be placed.

The user ID of the owner of this project.

The start date of the project (optional).

Select the deals to associate with this project.

Select the organization this project is associated with.

Select the person this project is associated with.

An array of IDs of the labels this project has.

The ID of a parent task. Cannot be an ID of a task which is already a subtask.

The name or description of the discount (e.g., "Summer Sale", "Loyalty Discount").

The amount of the discount. Must be a positive number. For percentage discounts, use values between 1-100.

Whether the discount is a percentage of the deal value or a fixed amount.

Select the label you wish to add to the person. This label will replace any existing label on the person.

Select the label(s) you wish to add to the person. This label will replace any existing label on the person.

Set the price when a product is added to a deal.

Enter the number of items of this product.

Select “Yes” to enable a product for a deal. Select “No” to disable a product for a deal. You cannot disable products with installments if they are the last enabled or recurring.

Enable to add multiple products to the deal at once.

The product variation to add to the product.

The name of the file to be uploaded. If not provided, we will try to use the original filename.

Select a deal, organization, person, or product.

Note must be associated with at least one deal, person, organization, or lead.

Select the deal you want to modify labels for.

If checked, all existing labels will be removed from the deal before adding any new labels.

Enter the IDs of the labels you want to remove, one per line. Leave blank if not removing any labels (or if removing all labels).

Enter the IDs of the labels you want to add, one per line. Leave blank if not adding any labels.

 Select “Yes” to enter the date and time into a single field. Select “No” to enter the date and time into separate fields.

Add information to an activity that is synced to your calendar and visible to all invitees

Select the activity you want to update. You can search by activity subject or choose from the dropdown.

Update the main topic or title of the activity. This will change what appears as the activity name in Pipedrive.

Change who is responsible for this activity. If left empty, the current owner will remain unchanged.

Update which organization this activity is related to. Select from your existing organizations in Pipedrive.

Change which deal this activity is associated with. This helps track activities related to specific sales opportunities.

Update which lead this activity is connected to. Use this to reassign activities to different potential customers.

Change which project this activity belongs to. This helps reorganize activities within different project workflows.

Update the completion status of this activity. Set to true to mark as completed, false to mark as incomplete.

Change the type of activity (call, meeting, email, etc.). This helps recategorize your activities in Pipedrive.

Choose how to update the due date and time. Select "Yes" to use a single date-time field, or "No" to use separate date and time fields.

Update how long the activity will take. Format must be HH:MM (e.g., 01:30 for 1 hour 30 minutes).

Update whether this activity should mark the assignee as busy in their calendar. Enable for activities requiring dedicated time.

Update additional details about the activity. This field accepts HTML formatting for rich text content.

Update information that will be synced to calendars and visible to all activity participants. Use for details attendees should see.

Change the main person participating in this activity. This person will be marked as the primary participant.

Update other people who will participate in this activity. You can add or replace participants who will receive activity notifications.

Select the person who will be responsible for this deal.

Select the organization this deal relates to.

Enter `null` to a field to clear it. This works for all fields except for Owner and Visible to fields.

The ID of the deal to update. Use Find Deal to get this ID.

The title of the deal. Enter "null" to clear this field.

Deal will be moved to the first stage of the pipeline if no stage is specified.

Organization this deal will be associated with. Enter "null" to clear this field.

Person this deal will be associated with. Enter "null" to clear this field.

The expected close date of the deal. Enter "null" to clear this field.

The value of the deal. Enter "null" to clear this field.

Select user who will be marked as the owner of this lead.

Organization this lead will be associated with.

Person this lead will be associated with.

Select the organization you want to update. You can search by organization name or choose from the dropdown.

Update the name of the organization. This will change the primary identifier for the organization in Pipedrive.

Update the complete physical address of the organization. Include street number, street name, city, state/province, and postal code for best results (e.g., "123 Business Ave, Suite 100, San Francisco, CA 94105").

Select the person you want to update. You can search by person name or choose from the dropdown.

Update the full name of the person. This will overwrite the current name in Pipedrive. Enter "null" to clear this field.

Update the email addresses for this person. This will completely overwrite all current email addresses. Provide multiple emails as separate items. Enter "null" to clear all email addresses.

Update the phone numbers for this person. This will completely overwrite all current phone numbers. Provide multiple phone numbers as separate items. Include country codes for international numbers. Enter "null" to clear all phone numbers.

The name of the product. Enter "null" to clear this field.

The code of the product. Enter "null" to clear this field.

The description of the product. Enter "null" to clear this field.

The unit of the product. Enter "null" to clear this field.

The tax percentage of the product. Enter "null" to clear this field.

The category of the product. Enter "null" to clear this field.

The currency of the product price. Defaults to account's currency settings if not specified.

The price of the product. If not specified, defaults to 0.

The direct cost of the product. Enter "null" to clear this field.

The overhead cost of the product. Enter "null" to clear this field.

The task to update. If a project is selected, only tasks from that project will be listed.

Select “Yes” to [stop this Zap step](https://help.zapier.com/hc/en-us/articles/20505304170637-Review-Zap-run-statuses#h_01HD20969HPZ01ENM30NQR79X5) if the app returns an error and enable automatic authentication refresh. Select “No” to run the Zap step regardless of errors. Learn more about [API Request action error handling](https://help.zapier.com/hc/en-us/articles/12899473501453#h_01JKRBY68EDXBB1V817DSTRZ0N).

Requests can only be made to domains associated by this application. Read more about [API Request Setup](https://help.zapier.com/hc/en-us/articles/12899607716493).

Any parameters added to a URL will be URL-encoded and appended to the request URL to pass additional data to the API request.

These headers and values will be applied to the request in addition to any headers created as part of authentication. Authentication headers are added automatically.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Use Zapier with Pipedrive to automatically capture information from other apps you use and send them directly to Pipedrive. Or the other way around: Enable Pipedrive to send out signals as you work through your pipelines so information in your other apps stays up to date. By not having to manually update your CRM, you can focus on closing more deals and building more connections.

Here are some creative ways to use Pipedrive and Zapier:

 Create a fully automated workflow without writing any code. Use Zapier to capture new Typeform submitters as Pipedrive contacts, subscribe them to your MailChimp list, and send out a personalized welcome email via Gmail.

 Reporting made easy: Add Pipedrive deals reaching certain stages to a Google Sheets spreadsheet.

 Add new Pipedrive contacts to Google Contacts, so you know which client is calling you on your Android phone.

Pipedrive

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Zoho CRM

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Zendesk Sell

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Agile CRM

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Whenever a new prospect is created in ProspectPro, a corresponding Pipedrive organization will be generated automatically.

Pipedrive + ProspectPro

Add new ProspectPro prospects as Pipedrive organizations

Supported triggers and actions

New Contact

New or Updated Contact

Update Tags

Get Contacts

Get Page Visits

New Prospect (Company)

New or Updated Prospect (Company)

Update Target Audience Status

Get Prospect

About Pipedrive

Related categories

Similar apps

Zoho CRM

Zendesk Sell

Agile CRM

About ProspectPro

Related categories

Related Zap Templates

Related Zap Templates