Connect Pipedrive and Meisterplan 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.

Finds persons by ID or field search.

Finds multiple projects by title, description, notes, or custom fields.

Find users by name, email, or ID.

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.

Adds a new project to Meisterplan.

Adds a new role to Meisterplan.

Adds a new task to a project or updates an existing task in Meisterplan.

Creates or updates an allocation for a specific project and team/resource/role in Meisterplan.

Updates a specific resource in Meisterplan.

Updates a specific role in Meisterplan.

Finds a resource by email.

Finds a project by key.

Finds a resource or role.

Finds a task by key.

Finds a resource by email.

Finds or creates a project by key.

Finds a task by key.

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.

Find tasks by title, description, or other criteria.

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 or Updates a specific project taskmanagement link in Meisterplan.

Adds a new resource with the default calendar to Meisterplan.

Create or update the part-time working model for a resource in Meisterplan.

Create or update Actual Time Worked entries for a specific project and resource/role in Meisterplan.

Updates a specific project in Meisterplan.

Create or update absences for a resource in Meisterplan.

Finds a project by name.

Finds a role by name.

Finds a resource by key.

Finds a team, resource or role.

Finds a project by name.

Finds a role by name.

Finds or creates a resource by key.