Connect Instantly and Pipedrive to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Instantly and Pipedrive together. Build enterprise-grade automation in minutes.

Our most popular template

Create Pipedrive leads from new Instantly events
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Instantly + Pipedrive
Create Deals in Pipedrive When New Events Occur in Instantly
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Instantly + Pipedrive
Create Pipedrive people when new Instantly events occur
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Instantly + Pipedrive
Add new Pipedrive leads to an Instantly campaign effortlessly
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Pipedrive + Instantly
Update Pipedrive stages and immediately add leads to campaigns in Instantly
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Pipedrive + Instantly
Update lead campaigns in Instantly when deal stages are updated in Pipedrive
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Pipedrive + Instantly

Create Pipedrive leads from new Instantly events

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Instantly + Pipedrive

Create Deals in Pipedrive When New Events Occur in Instantly

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Instantly + Pipedrive

Create Pipedrive people when new Instantly events occur

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Instantly + Pipedrive

Add new Pipedrive leads to an Instantly campaign effortlessly

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Pipedrive + Instantly

Update Pipedrive stages and immediately add leads to campaigns in Instantly

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Pipedrive + Instantly

Update lead campaigns in Instantly when deal stages are updated in Pipedrive

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Pipedrive + Instantly

Add new Pipedrive deals to Instantly blocklists
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Pipedrive + Instantly
Update blocklists in Instantly when persons are updated in Pipedrive
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Pipedrive + Instantly

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Instantly with Pipedrive - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Instantly.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Instantly 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.

- Campaign
- Event Type
Trigger
Instant
Try It
- Campaign
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email address
  Required
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
Action
Write
- Campaign
- Email Address
  Required
Action
Write
- Campaign
  Required
- Tag
  Required
Action
Write

- Lead Email
  Required
- Campaign
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Note ID
  Required
Trigger
Polling
Try It
- Filter
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- Filter
  Required
Trigger
Polling
Try It
- Field to watch
Trigger
Instant
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Org_fields
Trigger
Instant
Try It
- Deal
  Required
- Discount Description
  Required
- Discount Amount
  Required
- Discount Type
  Required
Action
Write
- Deal ID
  Required
- Add Multiple Products?
Action
Write
- 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
- Location
- Priority
- Primary Participant
- Additional Participants
Action
Write
- File
  Required
- File Name
- Deal ID
- Person ID
- Organization ID
- Product ID
- Activity ID
- Lead ID
- Note ID
Action
Write
- Title
  Required
- 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
Action
Write
- Organization Name
  Required
- Organization Address
Action
Write
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Done
- Due Date
- Assignee
- Parent Task ID
Action
Write
- Deal ID
  Required
- Deal product ID
  Required
Action
Write
- Activity to Update
  Required
- 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
Action
Write
- Lead ID
  Required
- Title
- Owner User ID
- Organization ID
- Person ID
- Label ID(s)
- Expected_close_date
- Lead Value
- Lead Value Currency Code
- Source Channel ID
Action
Write
- Copy_null
- Person to Update
  Required
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Project
  Required
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Person
  Required
- Include file data
Action
Search
- Deal ID
  Required
- Field to search by
  Required
Action
Search
- Activity Type ID
Action
Search
- Lead ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Stage ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
- Project ID
  Required
Action
Search
- Search Term
  Required
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Organization ID
- Deal ID
- Lead ID
- Project ID
- Activity Type
- Use Combined Date and Time Field?
- Duration
- Mark as Busy
- Note
- Public Description
- Location
- Priority
- Primary Participant
- Additional Participants
Action
Search or write
- Search type
- Organization Name
  Required
- Organization Address
Action
Search or write
- Search type
- Product Name
  Required
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Search Term
  Required
- Exact Match?
- Assignee
- Project ID
  Required
- Done
- Title
  Required
- Description
- Due Date
- Parent Task ID
Action
Search or write

- Email accounts
  Required
- Tag
  Required
Action
Write
- Email or domain
  Required
Action
Write
- Tag Label
  Required
- Tag Description
Action
Write
- Email accounts
  Required
- Tag
  Required
Action
Write
- Campaign
  Required
- Email address
  Required
- New Status
  Required
Action
Write
- Activity filter
  Required
Trigger
Polling
Try It
- Copy
- Filter
  Required
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Field to Watch for Changes
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person ID
  Required
- Labels
  Required
Action
Write
- Product ID
  Required
- Product Variation ID
  Required
Action
Write
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Follower User ID
  Required
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- 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
Action
Write
- Person Name
- Email Addresses
- Phone Numbers
Action
Write
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Write
- Deal
  Required
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Lead ID
  Required
Action
Write
- Copy_null
- Deal ID
  Required
- Title
- Status
- Stage
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- Organization to Update
  Required
- Organization Name
- Organization Address
Action
Write
- Copy_null
- Product ID
  Required
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner User ID
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Task
  Required
- Title
- Project ID
- Description
- Done
- Due Date
- Assignee
Action
Write
- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Completion Status
Action
Search
- Search type
- Include file data
Action
Search
- Product
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
Action
Search
- Product ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Include file data
- Title
  Required
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization ID
- Associated Person ID
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- Person Name
- Email Addresses
- Phone Numbers
Action
Search or write
- Field to Search By
  Required
- Search Term
  Required
- Exact Match
- Title
  Required
- Project Template
- Project Board
  Required
- Project Phase
  Required
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization ID
- Person ID
- Labels
Action
Search or write

For AI agents & developers

Use Instantly and Pipedrive with AI agents and code

Beyond Zap workflows. Call Instantly and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Instantly and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Tags to Accounts
Add Discount to Deal

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Instantly and Pipedrive actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* instantly / pipedrive action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Instantly and Pipedrive

Assign new leads to sales teams.

When a new lead is detected in Instantly, Zapier automatically creates a person in Pipedrive and assigns it to a specific sales team member, ensuring quick follow-up. This reduces response time and ensures no opportunity is missed due to manual oversight.

Business Owner

Try it

Add subscribers to an outreach campaign.

When a new person is added in Pipedrive, Zapier automatically adds them to a specific outreach campaign in Instantly. This ensures your marketing efforts remain synchronized and your campaigns stay updated without manual effort.

Marketing & Marketing Ops

Try it

Update lead statuses based on deal creation.

When a new deal is created in Pipedrive, Zapier updates the lead's status in Instantly. This helps sales teams track pipeline progress and gives visibility into lead conversion, improving their operational efficiency.

Sales Ops

Try it

Learn how to automate Instantly on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

Make work flow with AI

Level up your Instantly to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Instantly + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and Pipedrive

How can I integrate Instantly with Pipedrive?

To integrate Instantly with Pipedrive, we use triggers and actions to automate your workflows. You'll need to create or set up a new workflow, select Pipedrive as the trigger app and event, and choose Instantly as the action app. This allows the two applications to communicate and automate processes efficiently.

What triggers are available in Pipedrive for integration?

In our system, Pipedrive offers several triggers for integration, such as 'New Deal', 'Deal Updated', or 'New Person'. These triggers initiate actions in Instantly based on events occurring within your Pipedrive account.

What actions can be performed in Instantly when integrated with Pipedrive?

When integrated with Pipedrive, Instantly can perform actions such as creating new contacts, updating existing records, or sending automated follow-up emails based on specific trigger criteria defined in your integration setup.

Do I need technical skills to set up an integration between Instantly and Pipedrive?

No technical skills are needed to set up the integration between Instantly and Pipedrive. Our user-friendly interface guides you through each step of the setup process. You'll choose from predefined triggers and actions that match your workflow needs.

Can I customize the integration settings between Instantly and Pipedrive?

Yes, you have the flexibility to customize how data is transferred between Instantly and Pipedrive by selecting specific fields you want to map or filter based on pre-defined conditions. This customization helps tailor the workflow precisely to your business needs.

Is it possible to use multiple triggers in a single integration flow?

Currently, each integration flow supports a single trigger event; however, you can create multiple separate workflows if your process requires handling different trigger events from Pipedrive into Instantly.

How can I ensure data accuracy during synchronization between Instantly and Pipedrive?

Data accuracy is maintained by rigorously mapping fields correctly during setup. Our platform includes validation checks that help ensure information is both correctly formatted and synchronized across both platforms without loss or duplication.

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

Learn moreLearn moreHelpHelp

Related categories

About Pipedrive

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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CRM (Customer Relationship Management), Zoho

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Agile CRM

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Connect Instantly and Pipedrive to power AI-driven automation

Launch your first automated workflow

Create Pipedrive leads from new Instantly events

Create Deals in Pipedrive When New Events Occur in Instantly

Create Pipedrive people when new Instantly events occur

Add new Pipedrive leads to an Instantly campaign effortlessly

Update Pipedrive stages and immediately add leads to campaigns in Instantly

Update lead campaigns in Instantly when deal stages are updated in Pipedrive

Create Pipedrive leads from new Instantly events

Create Deals in Pipedrive When New Events Occur in Instantly

Create Pipedrive people when new Instantly events occur

Add new Pipedrive leads to an Instantly campaign effortlessly

Update Pipedrive stages and immediately add leads to campaigns in Instantly

Update lead campaigns in Instantly when deal stages are updated in Pipedrive

Add new Pipedrive deals to Instantly blocklists

Update blocklists in Instantly when persons are updated in Pipedrive

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Instantly and Pipedrive with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Instantly and Pipedrive

Assign new leads to sales teams.

Add subscribers to an outreach campaign.

Update lead statuses based on deal creation.

Learn how to automate Instantly on the Zapier blog

4 ways to automate Instantly with Zapier

Learn how to automate Pipedrive on the Zapier blog

6 ways to automate Pipedrive with Zapier

Make work flow with AI

Frequently Asked Questions about Instantly + Pipedrive integrations

Connect Instantly to Pipedrive on the world's largest no-code automation platform