Integrate DocSend with Pipedrive to automate your work

Adds an existing label to an existing person.

Creates a new activity.

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

Creates a new lead.

Creates a new organization.

Creates a new product.

Updates an existing deal.

Updates an existing organization.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a deal by any field.

Finds multiple Deals associated with a Person (with line item support).

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds a person.

Finds an activity by subject, or creates one if none is found.

Finds multiple deals by title, notes or custom fields.

Finds an organization by name, or creates one if none is found.

Finds a product by name, or creates one if none are found.

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

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

Triggers when an existing person is updated.

Adds a product to a deal.

Creates a new deal.

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

Creates a new note.

Creates a new person.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Finds an activity by subject.

Finds multiple deals by title, notes or custom fields (with line item support).

Finds a lead by title or field value.

Finds a note by ID.

Finds an organization.

Finds a product by name.

Finds a user by name, email or ID.

Finds a deal by name, or creates one if none is found.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.