Skip to content

Connect Clinicminds and Pipedrive to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Clinicminds

A trigger is an event that starts your Zap and runs the workflow. For example, with Clinicminds, a trigger could be "Appointment Cancelled."

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 Clinicminds to Pipedrive

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

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

Make work flow with AI

Level up your Clinicminds 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

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Clinicminds 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.

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.

Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Trigger
Instant
Try It
Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Trigger
Instant
Try It
Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Trigger
Instant
Try It
Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
Trigger
Instant
Try It
No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
Trigger
Instant
Try It

Prepayment Refunded
Triggers when a prepayment was successfully refunded to a patient.
Trigger
Instant
Try It
Treatment Performed
Triggers when a treatment is invoiced.
Trigger
Instant
Try It

- Patient Number
  Required
- Field
  Required
- Position
  Required
- Note
Action
Write
- Patient Number
  Required
- Filter
Action
Search
- Patient Number
  Required
- Email Address
- Phone Number
- Sex
- Initials
- First Name
- Last Name
  Required
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Search or write
- 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
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search type
Action
Search
- Search By
  Required
Action
Search
- Search type
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 type
- 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 type
- 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 type
- 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

Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
Try It
Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
Try It
Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
Try It
Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
Try It
Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
Try It
Product Sold
Triggers when a product is invoiced.
Trigger
Instant
Try It
Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
Trigger
Instant
Try It
- Sex
- Initials
- First Name
- Last Name
  Required
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Email Address
- Phone Number
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
  Required
- Email Address
- Phone Number
Action
Search
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 Address
- Phone Number
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 Address
- Phone Number
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 type
Action
Search
- Search type
Action
Search
- Person
  Required
Action
Search
- Search type
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 type
- 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 type
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search type
- Name
  Required
- Owner
- Organization
- Email Address
- Phone Number
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

Learn how to automate Pipedrive on the Zapier blog

About Clinicminds

Clinicminds is the leading practice and patient management software for private healthcare clinics.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Agile CRM

CRM (Customer Relationship Management)

Connect Clinicminds to Pipedrive on the world's largest no-code automation platform

Sign up with Google