Pipedrive CRM Integrations

Triggers

Watch objects

Triggers when a new object is created or updated (supported object types: deals, organizations, persons, products, activities and notes).

Watch objects (webhook)

Triggers when a new object is created or updated (supported object types: deals, organizations, persons, products, activities and notes).

Actions

Add deal participant

Adds a participant to the specified deal.

Add deal product

Adds a product to the specified deal.

Create object

Creates a new object of a selected type ( deal, organization, person, product, activity or note).

Delete object

Deletes an existing object by its ID and type ( deal, organization, person, product, activity or note).

Get all objects

Retrieves all objects of a selected type

Get deal activities

Retrieves activities that are linked to the specified deal

Get deal notes

Retrieves notes that are linked to the specified deal

Get deal persons

Retrieves persons that are linked to the specified deal, regardless of whether the person is the primary contact of the deal, or added as a participant

Get deal products

Retrieves product information that is linked to the specified deal

Get pipeline deals

Retrieves all deals that belong to a pipeline

Get pipelines

Retrieves all pipelines

Get stage deals

Retrieves all deals that belong to a stage

Get stages

Retrieves stages that belong to a pipeline, or all stages

Retrieve object

Retrieves an object by its ID and type ( deal, organization, person, product, activity or note).

Search objects

Retrieves objects of selected type that match specified criteria.

Update object

Updates an existing object by it's ID and type ( deal, organization, person, product, activity or note).

Pipedrive CRM integrations

Add new Pipedrive CRM deals to a Google Sheets spreadsheet

Every time a new deal is created in Pipedrive CRM, Integromat will automatically add that deal to a new row in a Google Sheets spreadsheet. This template uses a table created according to this example.

Get emails for new Pipedrive CRM deals

Every time a new deal is created in Pipedrive CRM, Integromat will automatically send an email to a specified email address.

Add new Office 365 contacts to Pipedrive CRM as people

Every time a new contact is created in Office 365, Integromat will automatically add that contact to Pipedrive CRM as a new person.

Import Merk data about new Pipedrive CRM organizations to Pipedrive

Every time a new company is added to Pipedrive CRM, Integromat will automatically search for the name of the company in Merk and add related Merk data about this company to the new organization in Pipedrive.

Send Slack messages for new Pipedrive CRM activities

Every time a new activity is created in Pipedrive, Integromat will automatically send a message in Slack.

Add new Pipedrive CRM contacts to Mailchimp as new subscribers

Every time a new contact is created in Pipedrive CRM, Integromat will automatically add that contact to a selected Mailchimp list.

Add new Pipedrive CRM organizations to Invoice Ninja as clients

Every time a new organization is created in Pipedrive CRM, Integromat will automatically create a new client in Invoice Ninja CRM.

Add new Pipedrive CRM activities to Google Calendar as events

Every time a new activity is created in Pipedrive CRM, Integromat will automatically add a new event to a selected Google calendar.

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About Pipedrive CRM

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. This application is dedicated to managing leads and sales step-by-step. With Pipedrive, you'll always have a good overview of your sales pipeline.

Intuitive use, easy drag-and-drop editing
Is fully customizable on all levels
Helps you focus on the right contacts and gives you more control over your sales results
Sales statistics
Cloud-based, mobile app available for Apple iOS and Android devices