Delivra + Pipedrive

Add new Pipedrive persons to a category as contacts in Delivra

This workflow activates whenever a new individual is added to your Pipedrive system. It then swiftly extends your reach by including this person into a specific category in the Delivra system. This automation ensures every new contact from Pipedrive gains immediate visibility within Delivra, helping you manage and streamline your customer engagement efforts effectively. In this way, you save time and improve efficiency, as manual data transfer is entirely bypassed.

When this happens...
New Person
Triggers when a new person is created.
TriggerPolling
automatically do this!
Add Contact to Category
Add a given contact (by email address or ID) to a set of categories.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It

New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It

- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Enable product
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time Use combined date and time field
- Duration
- Free or busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search type
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search ByRequired
- Search TermRequired
- Exact Match
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write
- Category
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Unsubscribe
Triggers when contacts unsubscribe.
Trigger
Polling
Try It
Updated Contact
Triggers when a contact gets updated.
Trigger
Polling
Try It
- Contact Email Address or IDRequired
Action
Write
- Contact Email Address or IDRequired
- Category Name or IDRequired
Action
Write
- Email AddressRequired
Action
Write
- Cart TokenRequired
- eCommerce PortalRequired
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Meeting IDRequired
- Meeting Attendance IDRequired
- Attendance Cost
- Attendance Status
- Attendance Confirmed
Action
Write
- External Order IDRequired
- eCommerce PortalRequired
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write

- Activity filterRequired
Trigger
Polling
Try It
- FilterRequired
- Deal status
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Polling
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- 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
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Api Docs Info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
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
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- 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 forRequired
- Search type
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search type
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write
- Category
Trigger
Polling
Try It
New Abandoned Cart
Triggers when a new abandoned cart is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
Updated Abandoned Cart
Triggers when an abandoned cart gets updated.
Trigger
Polling
Try It
Updated Order
Triggers when an Order is updated.
Trigger
Polling
Try It
- Email AddressRequired
- Contact Status
- First Name
- Last Name
- Title
- Phone Number
- Company
- Birthday
- Lead Stage
- Address
- City
- State
- Zip
- Country
- Lead Source First Touch
- Lead Source Last Touch
- Lead Source Url
- Lead Source GCLID
- Lead Source FBCLID
- Lead Source Landing Url
Action
Write
- Email AddressRequired
Action
Write
- Email AddressRequired
- Cart TokenRequired
- eCommerce PortalRequired
- Recovery Url
- Created Date
- Last Updated
- Cart Total
- Recovered Date
- Recovered Order ID
Action
Write
- Meeting IDRequired
- Host ID
- Topic
- Start Time
- Duration
- Description
- Join Url
- Status
Action
Write
- Email AddressRequired
- External Order IDRequired
- eCommerce PortalRequired
- Order Number
- Customer ID
- Created Date
- Modified Date
- Completed Date
- Status ID
- Status Code
- IP Address
- User Agent
- Order Notes
- Customer Message
- Currency ID
- Currency Code
- Exchange Rate
- Items Total
- Sub Total
- Shipping
- Tax
- Discount
- Total
- Shipping Method
- Shipping Weight
- Payment Method
- Payment Method ID
- Payment Status
Action
Write

About Delivra

Delivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!

Related categories

Marketing Automation

Similar apps

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Create or update Delivra contacts when new Pipedrive leads are added

Delivra + Pipedrive

Add new Pipedrive persons to a category as contacts in Delivra

New Activity

New Deal

New Lead

New Organization

New Person

New Project

Updated Deal

Updated Person

Add Product to Deal

Create Deal

Add Follower

Create Note

Create Person

Create Project

Update Activity

Update Lead

Update Person

Update Task

Find Activity

Find deals associated with a person

Find Lead

Retrieve Note

Find Organization

Find Product

Find Project(s)

Find User

Find or Create Deal

Find or Create Lead

Find or Create Person

Find or Create Project

Category Unsub

New Contact

New Unsubscribe

Updated Contact

Add Contact to Category

Remove Contact From Category

Unsubscribe Contact

Create/Update Abandoned Cart Line Item

Create/Update Meeting Registrant

Create/Update Order Line Item

Activity Matching Filter

Deal Matching Filter

New Note

Organization Matching Filter

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Label to Person

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Deal

Update Organization

Update Project

API Request (Beta)

Find Deal

Find Deals Associated with a Person

Find Multiple Leads

Find Notes

Find Person

Find Product(s)

Find Task

Find or Create Activity

Find Multiple Deals

Find or Create Organization

Find or Create Product

Category Join

New Abandoned Cart

New Order

Updated Abandoned Cart

Updated Order

Create/Update Contact

Send Transactional/Automated Email

Create/Update Abandoned Cart

Create/Update Meeting