Integrate CleverReach with Pipedrive to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate CleverReach with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from CleverReach

A trigger is an event that starts your Zap and runs the workflow. For example, with CleverReach, a trigger could be "New Campaign."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CleverReach to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect CleverReach to Pipedrive with a Zapier template.

Our most popular template

Add or update CleverReach subscribers for new Pipedrive activities
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Pipedrive + CleverReach
Update CleverReach subscribers when new matching persons are filtered in Pipedrive
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Pipedrive + CleverReach
Add new Pipedrive people as subscribers in CleverReach
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Pipedrive + CleverReach
Update CleverReach subscribers when persons are updated in Pipedrive
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Pipedrive + CleverReach
Update CleverReach subscribers when Pipedrive deal stages are updated
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Pipedrive + CleverReach

Add or update CleverReach subscribers for new Pipedrive activities

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Pipedrive + CleverReach

Update CleverReach subscribers when new matching persons are filtered in Pipedrive

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Pipedrive + CleverReach

Add new Pipedrive people as subscribers in CleverReach

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Pipedrive + CleverReach

Update CleverReach subscribers when persons are updated in Pipedrive

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Pipedrive + CleverReach

Update CleverReach subscribers when Pipedrive deal stages are updated

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Pipedrive + CleverReach

Make work flow with AI

Level up your CleverReach to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about CleverReach + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CleverReach and Pipedrive

How do I set up a trigger for my Pipedrive data in CleverReach?

To set up a trigger for your Pipedrive data in CleverReach, you will need to configure the integration so that whenever there’s an update or addition in your Pipedrive contacts, it prompts an action in CleverReach. This can include adding a subscriber to your email list or updating their information.

Can I automatically add new Pipedrive contacts to my CleverReach mailing list?

Yes, you can automatically add new contacts from Pipedrive to your CleverReach mailing list. By setting up an action within the integration, each time a new contact is added in Pipedrive, it can be synced with a specific mailing list on our platform.

What sort of actions can I automate between CleverReach and Pipedrive?

With our integration, you can automate actions such as creating new personalized campaigns when leads score high in Pipedrive or updating contact information across both platforms. This ensures consistency and helps target customers efficiently.

Is it possible to update subscriber data in CleverReach when there is a change in Pipedrive?

Certainly! When there is any change or update on contact information within Pipedrive, our integration allows that updated subscription data to sync back into CleverReach automatically.

How do you handle duplicate entries when syncing data between Pipedrive and CleverReach?

Our system intelligently checks for duplicates during the sync process between Pipedrive and CleverReach. It updates existing records rather than creating duplicates whenever similar entries are detected.

What happens if there is an error during the synchronization process?

If an error occurs during synchronization, we provide detailed logs and error messages that guide users through troubleshooting steps to resolve any issues promptly.

Can I control which specific fields are synced from Pipedrive to CleverReach?

Yes, within our integration settings, you have the flexibility to select and control which specific fields should be synced from your Pipedrive account over to your CleverReach lists. This helps customize what data flows between platforms according to your needs.

Connect CleverReach and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect CleverReach and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- State
Trigger
Scheduled
Try It
- List
  Required
Trigger
Scheduled
Try It
- List
  Required
- Email
  Required
- Order ID
  Required
- Product Name
  Required
- Product ID
- Product Price
- Quantity
- Currency
- Date of Order
- Source of Purchase
Action
Write
- List
  Required
- Email
  Required
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Scheduled
Try It

New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Enable product
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
- Activity filter
  Required
- Mark as done
Action
Search
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Person
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write

- Link
- Campaign
  Required
Trigger
Scheduled
Try It
- List
  Required
Trigger
Scheduled
Try It
- List
  Required
- Email
  Required
- Double Opt-In
- Form
- Source of Data
- Salutation
- Title
- First Name
- Last Name
- Street Address
- Zip Code
- City
- Country
- State/Province
- Birthday
- Phone/Mobile
- Shop
- Customer Number
- Newsletter Subscription
- Language
- Activate Recipients
- Tags Separator
- Tags
- Remove previous tags
  Required
Action
Write
- Email
  Required
Action
Search
- Activity filter
  Required
Trigger
Scheduled
Try It
- Activity filter
  Required
- Deal status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Activity filter
  Required
Trigger
Scheduled
Try It
- Activity filter
  Required
Trigger
Scheduled
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
- Parent Task
Action
Write
- Person
  Required
- Title
  Required
- Deal status
- Stage in pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search for an Exact Match?
- Assignee
- Project_id
- Mark as done
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Type
- Activity filter
  Required
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write

Learn how to automate Pipedrive on the Zapier blog

About CleverReach

CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.

Learn more

Related categories

Email Newsletters

About 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.