Pipedrive

Pipedrive

Sales CRM and pipeline management software

CRM14 triggers29 actions

Triggers

(14)

New Person

Triggers when a new person is created

New Deal

Triggers when a new deal is created.

New Activity

Triggers when a new activity is added

New Note

Triggers when a new note is created.

Updated Person

Triggers when a person is updated.

Updated Deal

Triggers when a deal is updated.

Updated Deal Stage

Triggers when a deal's stage is updated.

New Lead

Triggers when a new lead is created.

New Organization

Triggers when a new organization is created.

Updated Organization

Triggers when an existing organization is updated.

Activity Matching Filter

Trigges when an activity newly matches a Pipedrive filter for the first time.

Deal Matching Filter

Trigges when a deal newly matches a Pipedrive filter for the first time.

Person Matching Filter

Triggers when a person newly matches a Pipedrive filter for the first time.

Organization Matching Filter

Triggers when an organization newly matches a Pipedrive filter for the first time.

Actions

(29)

Add Follower

Adds a follower to a deal, person, organization or product.

Retrieve a Note

Finds a note by ID.

Create Note

Creates a new note.

Add Labels to Person

Adds existing labels to an existing person.

Add Product to Deal

Adds a product to a deal.

Attach File

Uploads a file and attaches it to a deal,person,organization,activity or product.

Create Activity

Creates a new activity.

Update Activity

Updates an existing activity.

Create Deal

Creates a new deal.

Update Deal

Updates an existing deal.

Create Lead

Creates a new lead.

Update Lead

Updates an existing lead.

Create Organization

Creates a new organization.

Update Organization

Updates an existing organization.

Create Person

Creates a new person.

Update Person

Updates an existing person.

Create Product

Creates a new product.

Update Product

Updates an existing product.

Find Deals Associated With Person

Finds multiple deals related to a specific person.

Find Product

Finds a product by name

Find Products

Finds a product or products by name or product code.

Find Notes

Finds notes by Deal, Lead, Person, or Organization ID.

Retrieve a Product

Finds a product by ID.

Find Organization

Finds an organization.

Find Person

Finds a person.

Find Deal

Finds a deal by any field.

Find Activity

Finds an activity by subject.

Find User

Finds a user by name or email.

Custom API Call

Make a custom API call to a specific endpoint

Example automation

Trigger

Event received

from Pipedrive

Action

Create Module Record

in Coherence

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