Agendor + Pipedrive
Create or update Agendor organizations when new Pipedrive leads are added
Effortlessly manage your leads in Pipedrive and keep your Agendor organizations updated with this streamlined workflow. When a new lead is added in Pipedrive, this integration will create or update the corresponding organization in Agendor, making sure all essential information is readily accessible between both platforms. Enhance your sales process and maintain organized records with this seamless automation.
Effortlessly manage your leads in Pipedrive and keep your Agendor organizations updated with this streamlined workflow. When a new lead is added in Pipedrive, this integration will create or update the corresponding organization in Agendor, making sure all essential information is readily accessible between both platforms. Enhance your sales process and maintain organized records with this seamless automation.
- When this happens...
New LeadTriggers when a Lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update OrganizationCreates or updates an Organization (Empresa).
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Triggers when a new Deal (Negócio) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Won
Triggers when a Deal (Negócio) is set as won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an Organization (Empresa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person (Pessoa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Funnel (Funil)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Value (Valor)
Description (Descrição)
Start Time (Data de Início)
Products (Produtos)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
EmailRequired
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title (Título)
Organization (Empresa)
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Cpf
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName (Nome)Required
CNPJ
Email
Legal Name (Razão Social)
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Deal
Triggers when a Deal (Negócio) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new Organization (Empresa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person (Pessoa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Relates to (Relaciona-se a)Required
Text (Texto)Required
Author (Criador)Required
Due Date (Data de Agendamento)
Assigned Users (Usuários Responsáveis)
Finished? (Finalizada?)
Metrics (Métricas)
Type (Tipo)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal Status (Status do Negócio)Required
End Time (Data de Conclusão)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name (Nome)
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name (Nome)Required
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Cnpj
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle (Título)Required
Organization (Empresa)
Person (Pessoa)
Deal Status (Status do Negócio)
Description (Descrição)
Products (Produtos)
Ranking
Start Time (Data de Início)
End Time (Data de Conclusão)
Owner User (Usuário Responsável)
Funnel (Funil)
Value (Valor)
Author (Criador)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName (Nome)Required
CPF
Email
Role (Cargo)
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Agendor
Related categories
