CompanyHub, Pipedrive CRM Integrations

CompanyHub
Pipedrive CRM
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Triggers

CompanyHub

Watch New Company

Triggers when a new company has been created.

CompanyHub

Watch New Contact

Triggers when a new contact has been created.

CompanyHub

Watch New Deal

Triggers when a new deal has been created.

CompanyHub

Watch New Quote

Triggers when a quote has been created.

CompanyHub

Watch New Quote Product

Trigger when a new quote product has been created.

CompanyHub

Watch New Record

Triggers when a new record on a specified table has been created.

CompanyHub

Watch New Sales Order

Triggers when a new saler order has been created.

CompanyHub

Watch New Sales Order Product

Triggers when a new sales order product has been created.

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.

Actions

CompanyHub

Add a Product on a Quote

Adds a selected product on a quote specified by ID.

CompanyHub

Add a Product on a Sales Order

Adds a selected product on a sales order specified by ID.

CompanyHub

Create a Company

Creates a new company.

CompanyHub

Create a Contact

Creates a new contact.

CompanyHub

Create a Deal

Creates a new deal.

CompanyHub

Create a Quote

Creates a new quote.

CompanyHub

Create a Record

Creates a record in a table specified by name.

CompanyHub

Create a Sales Order

Creates a new sales order.

CompanyHub

Delete a Company

Deletes a company specified by ID.

CompanyHub

Delete a Contact

Deletes a contact specified by ID.

CompanyHub

Delete a Deal

Deletes a deal specified by ID.

CompanyHub

Delete a Quote

Deletes a quote specified by ID.

CompanyHub

Delete a Quote Product

Deletes a selected product of a quote specified by ID.

CompanyHub

Delete a Record

Deletes a record of a specific table specified by ID.

CompanyHub

Delete a Sales Order

Deletes a sales order specified by ID.

CompanyHub

Delete a Sales Order Product

Deletes a sales order product specified by ID.

CompanyHub

Get a Company

Retrieves details of a company specified by ID.

CompanyHub

Get a Contact

Retrieves details of a contact specified by ID.

CompanyHub

Get a Deal

Retrieves details of a deal specified by ID.

CompanyHub

Get a Quote

Retrieves details of a quote specified by ID.

CompanyHub

Get a Quote Product

Retrieves details of a quote product specified by ID.

CompanyHub

Get a Record

Retrieves details of a record of a specific table specified by ID.

CompanyHub

Get a Sales Order

Retrieves details of a sales order specified by ID.

CompanyHub

Get a Sales Order Product

Retrieves details of a sales order product specified by ID.

CompanyHub

Make an API Call

Performs an arbitrary API call.

CompanyHub

Update a Company

Updates a company specified by ID.

CompanyHub

Update a Contact

Updates a contact specified by ID.

CompanyHub

Update a Deal

Updates a deal specified by ID.

CompanyHub

Update a Quote

Updates a quote specified by ID.

CompanyHub

Update a Quote Product

Updates a quote product specified by ID.

CompanyHub

Update a Record

Updates a record in a table specified by name.

CompanyHub

Update a Sales Order

Updates a sales order specified by ID.

CompanyHub

Update a Sales Order Product

Updates a sales order product specified by ID.

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.

Searches

CompanyHub

Search Companies

Searches for companies.

CompanyHub

Search Contacts

Searches for contacts.

CompanyHub

Search Deals

Searches for deals.

CompanyHub

Search Quote Products

Searches for a quote products.

CompanyHub

Search Quotes

Searches for quotes.

CompanyHub

Search Records

Searches for records in a table specified by name.

CompanyHub

Search Sales Orders

Searches for sales orders.

CompanyHub

Search Sales Orders Products

Searches for sales order products.

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.

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