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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.

Triggers

New Pipeline

Triggers when a new pipeline is added.

New Deal

Triggers when you create a deal, any deal enters a specific stage, is marked as won or lost, or enters any filtered deals list.

New Activity

Triggers when a new Activity is created by your user account. Activities are appointments/tasks/events on a calendar that can be associated with a Deal, a Person and an Organization.

New Person

Triggers when a new person is added to Pipedrive.

New Organization

Triggers when a new organization is added to Pipedrive.

New Deal in a Pipeline Stage

Triggers when a deal enters a specific pipeline stage.

Actions

Create or Update a Deal

Creates a new deal, or updates an existing deal in Pipedrive. Deals are opportunities that can be moved through a pipeline.

Create a Deal

Creates a new deal in Pipedrive. Deals are opportunities that can be moved through a pipeline.

Create Note

Creates a new note.

Create Person

Creates a new person.

Create Activity

Creates new activity, e.g. scheduled event in a calendar.

Create Organization

Creates a new organization. Organizations are companies, i.e. your customers.