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How Zapier works
Zapier makes it easy to integrate Broadly with Pipedrive - 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 "Customer Add" from Broadly.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Broadly and Pipedrive, 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.
- BusinessRequired
- Lead Source
Try ItTriggerPolling- BusinessRequired
- Email
- Given
- Surname
- Preferred
- Full Name
- Phone
- Customer Since
- Subscribed (defaults to true if not specified)
- Promoter Status
- Last Transaction
- Provider Name
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
- BusinessRequired
Try ItTriggerPolling- BusinessRequired
- Customer ID
- Email
- Given
- Surname
- Full Name
- Phone
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
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