Pipedrive CRM, Close CRM Integrations

Close CRM
Pipedrive CRM
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Triggers

Pipedrive CRM

New Activity Event INSTANT

Triggers when a new activity is added, updated or deleted.

Pipedrive CRM

New Deal Event INSTANT

Triggers when a new deal is added, updated or deleted.

Pipedrive CRM

New Note Event INSTANT

Triggers when a new note is added, updated or deleted.

Pipedrive CRM

New Organization Event INSTANT

Triggers when a new organization is added, updated or deleted.

Pipedrive CRM

New Person Event INSTANT

Triggers when a new person is added, updated or deleted.

Pipedrive CRM

New Product Event INSTANT

Triggers when a new product is added, updated or deleted.

Pipedrive CRM

Watch Activities

Triggers when a new activity is added or updated.

Pipedrive CRM

Watch Deals

Triggers when a new deal is added or updated.

Pipedrive CRM

Watch Notes

Triggers when a new note is added or updated.

Pipedrive CRM

Watch Organizations

Triggers when a new organization is added or updated.

Pipedrive CRM

Watch Persons

Triggers when a new person is added or updated.

Pipedrive CRM

Watch Products

Triggers when a new product is added or updated.

Close CRM

Watch Email Sequence Created / Updated INSTANT

Triggers when an email sequence is created or updated.

Close CRM

Watch Lead Status Changed INSTANT

Triggers when an existing lead's status has been changed.

Close CRM

Watch Meeting Status Changed INSTANT

Triggers when a meeting is created, started, completed or canceled.

Close CRM

Watch Membership Activated / Deactivated INSTANT

Triggers when a new membership is activated or deactivated.

Close CRM

Watch New Call Activity INSTANT

Triggers when a new call activity is logged.

Close CRM

Watch New Contact INSTANT

Triggers when a new contact is created.

Close CRM

Watch New Email Activity INSTANT

Triggers when a new email activity is created.

Close CRM

Watch New Export INSTANT

Triggers when a new export is created.

Close CRM

Watch New Inbox Item INSTANT

Triggers when a new inbox item is created.

Close CRM

Watch New Lead INSTANT

Triggers when a new lead is created.

Close CRM

Watch New Note Activity INSTANT

Triggers when a new note activity is created.

Close CRM

Watch New Opportunity INSTANT

Triggers when a new opportunity is created.

Close CRM

Watch New Smart View INSTANT

Triggers when a new smart view is created.

Close CRM

Watch New SMS Activity INSTANT

Triggers when a new SMS activity is created.

Close CRM

Watch New Task INSTANT

Triggers when a new task is created.

Close CRM

Watch Opportunity Status Changed INSTANT

Triggers when an existing opportunity status has been changed.

Actions

Pipedrive CRM

Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Pipedrive CRM

Add a Participant to a Deal

Adds a participant to a deal.

Pipedrive CRM

Add a Product to a Deal

Adds a product to the deal.

Pipedrive CRM

Create a Deal

Creates a deal.

Pipedrive CRM

Create an Activity

Creates an activity.

Pipedrive CRM

Create an Organization

Creates an organization.

Pipedrive CRM

Create a Note

Creates a note.

Pipedrive CRM

Create a Person

Creates a person.

Pipedrive CRM

Create a Product

Creates a product.

Pipedrive CRM

Delete a Deal

Deletes a deal.

Pipedrive CRM

Delete a Follower

Delete a follower from a deal.

Pipedrive CRM

Delete a Mail Thread

Marks mail thread as deleted.

Pipedrive CRM

Delete an Activity

Deletes an activity.

Pipedrive CRM

Delete an Attached Product

Deletes a product attachment from a deal.

Pipedrive CRM

Delete an Organization

Deletes an organization.

Pipedrive CRM

Delete a Note

Deletes a note.

Pipedrive CRM

Delete a Person

Deletes a person.

Pipedrive CRM

Delete a Product

Deletes a product.

Pipedrive CRM

Download a File

Downloads a file.

Pipedrive CRM

Get a Deal

Returns details of a specific deal.

Pipedrive CRM

Get a Mail Thread

Returns specific mail thread.

Pipedrive CRM

Get a Message

Returns data about specific mail message.

Pipedrive CRM

Get an Activity

Returns details of a specific activity.

Pipedrive CRM

Get an Organization

Returns details of an organization.

Pipedrive CRM

Get a Note

Returns details about a specific note.

Pipedrive CRM

Get a Person

Returns details of a person.

Pipedrive CRM

Get a Product

Returns data about a specific product.

Pipedrive CRM

Get a User

Returns data about a specific user within the company.

Pipedrive CRM

Make an API Call

Performs an arbitrary authorized API call.

Pipedrive CRM

Update a Deal

Updates a deal.

Pipedrive CRM

Update a Mail Thread Details

Updates the properties of a mail thread.

Pipedrive CRM

Update an Activity

Updates an activity.

Pipedrive CRM

Update an Organization

Updates an organization.

Pipedrive CRM

Update an Organization Field Value

Updates an organization field value.

Pipedrive CRM

Update a Note

Updates a note.

Pipedrive CRM

Update a Person

Updates a person.

Pipedrive CRM

Update a Product

Updates a product.

Pipedrive CRM

Update Product Attachment Details

Updates product attachment details of the deal-product (a product already attached to a deal).

Pipedrive CRM

Upload a File

Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Close CRM

Create a Contact

Creates a new contact.

Close CRM

Create a Lead

Creates a new lead.

Close CRM

Create an Email Activity

Creates a new email activity.

Close CRM

Create an Email Sequence

Creates a new email sequence.

Close CRM

Create an Export

Creates a new export.

Close CRM

Create an Opportunity

Creates a new opportunity.

Close CRM

Create a Note Activity

Creates a new note activity.

Close CRM

Create an SMS Activity

Creates a new SMS activity.

Close CRM

Create a Smart View

Creates a new smart view.

Close CRM

Create a Task

Creates a new task.

Close CRM

Delete a Call Activity

Deletes a call activity.

Close CRM

Delete a Contact

Deletes a contact.

Close CRM

Delete a Lead

Deletes a lead.

Close CRM

Delete an Email Activity

Deletes an email activity.

Close CRM

Delete an Opportunity

Deletes an opportunity.

Close CRM

Delete a Note Acivity

Deletes a note activity.

Close CRM

Delete an SMS Activity

Deletes an SMS activity.

Close CRM

Delete a Smart View

Deletes a smart view.

Close CRM

Delete a Task

Deletes a task.

Close CRM

Export an Activity Report to CSV

Exports an activity report to the CSV file.

Close CRM

Get a Call Activity

Gets a single call activity.

Close CRM

Get a Contact

Gets a single contact.

Close CRM

Get a Lead

Gets a single lead.

Close CRM

Get a Lead Status Change Report

Gets a lead status change report for your organization.

Close CRM

Get an Activity Report

Gets an activity report for your organization.

Close CRM

Get an Email Activity

Gets a single email activity.

Close CRM

Get an Email Sequence

Gets an existing email sequence.

Close CRM

Get an Export

Gets a single export.

Close CRM

Get an Opportunity

Gets a single opportunity.

Close CRM

Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

Close CRM

Get a Note Activity

Gets a single note activity.

Close CRM

Get an SMS Activity

Gets a single SMS activity.

Close CRM

Get a Random User

Gets a random user from your organization.

Close CRM

Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

Close CRM

Get a Smart View

Gets a single smart view.

Close CRM

Get a Task

Gets a single task.

Close CRM

Get a User

Gets a user by ID.

Close CRM

Log a Call Activity

Logs a completed call activity.

Close CRM

Make an API Call

Performs an arbitrary authorized API call.

Close CRM

Merge Two Leads

Merges one lead into another lead.

Close CRM

Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

Close CRM

Update a Contact

Updates a contact.

Close CRM

Update a Lead

Updates a lead.

Close CRM

Update an Email Sequence

Updates an existing email sequence.

Close CRM

Update an Opportunity

Updates an opportunity.

Close CRM

Update a Note Activity

Updates a note activity.

Close CRM

Update a Phone Number

Updates a phone number.

Close CRM

Update a Smart View

Updates a smart view.

Close CRM

Update a Task

Updates a task.

Searches

Pipedrive CRM

List Activities

Searches for activities.

Pipedrive CRM

List Activities in a Deal

Lists activities associated with a deal.

Pipedrive CRM

List Deals

Searches for deals.

Pipedrive CRM

List Deals in a Pipeline

Lists deals in a specific pipeline across all its stages.

Pipedrive CRM

List Deals in a Stage

Lists deals in a specific stage.

Pipedrive CRM

List Files in a Deal

Lists files associated with a deal.

Pipedrive CRM

List Followers

List followers of an object of selected type (deals, organizations, persons, products, users).

Pipedrive CRM

List Mail Threads

Returns mail threads in specified folder ordered by most recent message within.

Pipedrive CRM

List Messages in a Thread

Get mail messages inside specified mail thread.

Pipedrive CRM

List Notes

Searches for notes.

Pipedrive CRM

List Organizations

Searches for organizations.

Pipedrive CRM

List Persons

Searches for persons.

Pipedrive CRM

List Persons in a Deal

Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

Pipedrive CRM

List Pipelines

Returns data about all pipelines.

Pipedrive CRM

List Products

Searches for products.

Pipedrive CRM

List Products in a Deal

Lists products attached to a deal.

Pipedrive CRM

List Stages

Returns data about all stages.

Pipedrive CRM

List Users

Returns data about all users.

Pipedrive CRM

Search for Items

Performs a search from multiple item types.

Close CRM

List Activities

Gets a list of activities.

Close CRM

List Call Activities

Gets a list of call activities.

Close CRM

List Contacts

Gets a list of contacts.

Close CRM

List Email Activities

Gets a list of email activities.

Close CRM

List Email Sequences

Get a list of email sequences.

Close CRM

List Exports

Gets a list of exports.

Close CRM

List Note Activities

Gets a list of note activities.

Close CRM

List Roles

Gets a list of roles.

Close CRM

List Smart Views

Gets a list of smart views.

Close CRM

List SMS Activities

Gets a list of SMS activities.

Close CRM

List Users

Gets a list of users.

Close CRM

Search Leads

Searches for leads or lists them all.

Close CRM

Search Opportunities

Searches for opportunities or lists them all.

Close CRM

Search Tasks

Searches for tasks or lists them all.

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