Connect Pipedrive and Relavate to unlock the power of automation

Triggers when a new project is created.

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, type, dates, 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, up to 500 notes.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields. Returns an array of results.

Find a user by name, email, or ID. Returns detailed user information.

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

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

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

Associates a given client with a vendor. This method allows authenticated partners to link a client with a specific vendor by providing the vendorID.

Creates a new affiliate lead

Creates a new deal

Create a new activity for a specific implementation

Creates a new Referral

Invites a new partner to a vendor's program (only available for authenticated vendors)

Updates an existing client details (only available for authenticated partners, not vendors)

Allows partners to update an existing deal task

Update an existing implementation task

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

Triggers when a deal's stage 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.

Searches for tasks by title, description, or other criteria. Returns multiple results.

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 Deal Task for a given deal

Creates a new client (only available for authenticated partners, not vendors)

Creates an implementation

Create a new task associated with an implementation

Creates a new referral activity for a specific referral identified by the referralID. This allows you to add a new activity to the referral, such as notes, updates, or interactions.

Updates an existing Affiliate Lead

Allows you to update an existing deal by specifying the deal ID in the URI. It is used to modify the details of a deal.

Creates a new implementation

Updates an existing referral