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Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Activity" in SlapFive.
You’re connected!
Zapier seamlessly connects Pipedrive and SlapFive, 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.
- 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 plan - New 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 plan- Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- LabelRequired
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
- Associated Person
- 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.- FollowerRequired
- 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
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- 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
- Person
- 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
- Associated Person
- 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
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- 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
- 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 app- Search type
- Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search By
- Search TermRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
- Include file data
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Deal Owner
- Associated Organization
- Associated Person
- 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 found- Search 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 found- Search By
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- 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 or Changed Request Fulfillment Board
Triggers when a Fulfillment Board on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Content Share
Triggers when SlapFive customer content is shared from a Salesforce Opportunity.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Changed Activity
Triggers when an Activity is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Changed Company
Triggers when a Company is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SlapFive ObjectRequired
- Hours Back
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New or Changed Story
Triggers when a Story is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company NameRequired
- Company Description
- Company Size
- Industry
- Location
- Customer Since
- Products Owned
- Competitors Replaced
- Business Goals / Use Cases
- Salesforce Account ID
- Salesforce Matching Field 1
- Salesforce Matching Field 2
- Salesforce Matching Field 3
- Company Engagement Notes
- Program Status
- Active Status
- Anonymized Name
- Company Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Need
- For This Prospect or Purpose
- Activity Type
- Need By Date
- Request Date
- Requester Email Address
- Requester Name
- Team
- Request Status
- Fulfillment Date
- Note To Requester
- Request Notes
- Preferred Customers
- Salesforce OpportunityID
- Reason Unfulfilled
- Archived
- Rating Description
- RequestID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Field Name
- Custom Field Value
- Board ID
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.- DealRequired
- 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
- Deal
- Lead
- Project
- 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
- Person
- Organization
- Product
- 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
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
- 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
- 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
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
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
- Deal
- Lead
- Project
- 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.- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Lead Value Currency
- Source Channel
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
- Person
- 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 app- Organization ID
- Organization Items
- Include Persons
- Include Deals
- Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Activity Subject
- Search Type
- Activity Owner
- Activity Filter
- Mark as Done
- Activity Type
- Created After
- Due Date After
- Due Date Before
- Organization
- Deal
- Lead
- Project
- 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 found- Search 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 found- Search type
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- 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 found- Search TermRequired
- Exact Match?
- Assignee
- ProjectRequired
- Done
- TitleRequired
- Description
- Due Date
- Parent Task
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 or Changed Request Fulfillment Member
Triggers when a Fulfillment Member on a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Content View
Triggers when SlapFive customer content that was shared from a Salesforce Opportunity is viewed by the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Changed Board
Triggers when a Board is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Changed Member
Triggers when a Member is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Changed Request
Triggers when a Request submitted from a Salesforce Opportunity is created or updated in SlapFive.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - EmailRequired
- Activity NameRequired
- DateRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Title
- EmailRequired
- Phone Number
- Company NameRequired
- Membership Status
- ActiveStatus
- Activity Types Willing to Do
- Engagement Note
- Join Date
- Functional Role
- Nominated By Name
- Nominated Date
- Salesforce Contact ID
- Company Description
- Company Program Status
- Company Active Status
- Industry
- Location
- Company Size
- Customer Since
- Products Owned
- Competitors Replaced
- Business Goals / Use Cases
- Company Engagement Notes
- Salesforce Account ID
- Salesforce Matching Field 1
- Salesforce Matching Field 2
- Salesforce Matching Field 3
- LinkedIn URL
- Twitter Handle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerIDRequired
- PromptIDRequired
- Story TypeRequired
- Story URL
- Custom Story Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SlapFive ObjectRequired
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Pipedrive and SlapFive to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Resolve incidents faster with automation
