Pipedrive + Sperse
Add new Pipedrive leads to Sperse
Manually entering your contacts from one app to another could result in missing or erroneous records. Once this Zapier template is running , you can be sure that each new lead you add on Pipedrive will be automatically created or updated in Sperse. This will save you valuable time.
Manually entering your contacts from one app to another could result in missing or erroneous records. Once this Zapier template is running , you can be sure that each new lead you add on Pipedrive will be automatically created or updated in Sperse. This will save you valuable time.
- 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!
Add or Update ContactCreates a new contact.
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.Person IDRequired
Label IDRequired
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 ID
Associated Person ID
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.Follower User IDRequired
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 ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
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 ID
Person ID
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 ID
Associated Person ID
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
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
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 ID
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 ID
Associated Person ID
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 ID
Person ID
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 Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a new subscription is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Match Existing Contact
Override Lists
Ignore Invalid Values
Contact XREF
Contact TypeRequired
Create User
User Password
Send Welcome Email
Full Name
Prefix
First Name
Middle Name
Last Name
Nick Name
Suffix
Gender
Date of Birth
BANKcode
SSN
Driving License
Driving License State
Is Active Military Duty
Is US Citizen
Preferred Time of Day
Person Affiliate Code
Personal
Alternative Personal
Other Personal
Work
Alternative Work
Other Work
Mobile
Mobile Ext
Home
Home Ext
Work
Work Ext
Work 2
Work 2 Ext
Street
Address 2
City
State Name
State Code
ZIP Code
Country Name
Country Code
Street
Address 2
City
State Name
State Code
ZIP Code
Country Name
Country Code
Website
LinkedIn
Photo URL
Facebook
Instagram
Twitter
Google Reviews
AngelList
Zoom
Experience
Profile Summary
Interests
Notes
Follow Up Date
Assigned User
Deal Amount
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Company Name
Organization Type
Is Employed
Job Title
Employment Start Date
Employee Count
Date Founded
EIN
Annual Revenue
Industry
Company Phone
Company Phone Extention
Company Fax Number
Company Email
Company Website
Company Facebook
Company LinkedIn
Company Instagram
Company Twitter
Company Google Reviews
Company Crunchbase
Company BBB URL
Company Zoom
Company Calendly
Company Logo URL
Company Affiliate Code
Street
Address 2
City
State Name
State Code
ZIP Code
Country Name
Country Code
Source Code
Channel Code
Affiliate Code
Campaign ID
Google Click ID
Referer URL
Applicant ID
Application ID
IP Address
User Agent
Site ID
Site URL
Date Created
Entry URL
Lead Stage Name
Star
Rating
Tags
Lists
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
UTM Keyword
UTM AdGroup
UTM Name
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
Custom Field 5
Product Code
Product Payment Period Type
System Type
Code
Name
Level
Start Date
End Date
Amount
Product Code
Product Payment Period Type
System Type
Code
Name
Level
Start Date
End Date
Amount
Product Code
Product Payment Period Type
System Type
Code
Name
Level
Start Date
End Date
Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
Product NameRequired
SKURequired
Description
Description HTML
Logo Url
Group Name
Price
Currency Id
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External Contact IDRequired
Product CodeRequired
Payment Period TypeRequired
Is it Recurring Billing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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.Deal IDRequired
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 ID
Deal ID
Lead ID
Project ID
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 ID
Person ID
Organization ID
Product ID
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 ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
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 User ID
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
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
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 ID
Deal ID
Lead ID
Project ID
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.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
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 ID
Person ID
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 ID
Deal ID
Lead ID
Project ID
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 User ID
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
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
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 Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Match Existing Contact
Contact TypeRequired
Full Name
Prefix
First Name
Middle Name
Last Name
Nick Name
Suffix
Gender
Date of Birth
BANKcode
SSN
Company Name
Job Title
Industry
Work
Personal
Other
Website
LinkedIn
Photo URL
Work
Home
Mobile
Street
Address 2
City
State Name
State Code
Zip Code
Country Name
Country Code
Experience
Profile Summary
Interests
Notes
Follow Up Date
Assigned User
Deal Amount
Source Code
Channel Code
Affiliate Code
Referer URL
Entry URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Contact Xref
Invoice Description
Date of the InvoiceRequired
Currency IdRequired
Due Date of the Invoice
Grand TotalRequired
Company
First Name
Last Name
Phone
Email
Country Id
State Id
State Name
City
Zip
Address 1
Address 2
Neighborhood
Company
First Name
Last Name
Phone
Email
Country Id
State Id
State Name
City
Zip
Address 1
Address 2
Neighborhood
QuantityRequired
Description
RateRequired
Total Item PriceRequired
Unit IdRequired
Commissionable Amount
Product Code
Purchase Order No.
Invoice No.Required
Invoice Note
Discount TotalRequired
Shipping TotalRequired
Tax TotalRequired
Date
Description
Amount
Gateway Name
Gateway Transaction Id
Historical DataRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Contact Xref
Affiliate Code
User Id
User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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