Orbit + Pipedrive

Create Orbit activities for new Pipedrive activities to streamline workflow

Effortlessly track and manage Pipedrive activities in Orbit with this seamless workflow. When a new activity is added in Pipedrive, the automation will create a corresponding activity in Orbit, ensuring consistent updates across both platforms. Keep your team in the loop and streamline your sales pipeline with this efficient time-saving solution.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerScheduled
automatically do this!
Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
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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
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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
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- 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
- What to add follower to?Required
Action
Write
- 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?
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
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/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 for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Note IDRequired
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
- Search TermRequired
- Exact Match
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- 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 for an Exact Match?
- 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
New Member
Triggers when a new member is created in your workspace.
Trigger
Instant
Try It
- Activity TitleRequired
- Activity Description
- Activity Type
- Activity Type Key
- Activity Link Text
- Activity Link
- Activity Weight
- Activity Properties
- Occurred at
- Key
- New or Additional Member Tags
- Remove and Replace Existing Member Tags
- Member Email
- Member GitHub Handle
- Member Twitter Handle
- Member Name
- Member Company
- Member Shipping Address
- Member Bio
- Member Title
- Member Pronouns
- Member Location
- Member Birthday
- Member T-Shirt Size
- Member Teammate
- Custom Identity Name
- Custom Identity Source
- Custom Identity Source Host
- Custom Identity Username
- Custom Identity Email
- Custom Identity User ID
- Custom Identity Link
Action
Write
- Member Slug or IDRequired
- NoteRequired
Action
Write
- Member IDRequired
- Name
- Shipping Address
- T-Shirt
- Add New Tags
- Replace all Tags
- Biography
- Birthday
- Company
- Title
- Location
- Pronouns
- Slug
- URL
- GitHub
- Twitter
- Email
- LinkedIn
- DEV
Action
Write
- SourceRequired
- Username
- Email address
Action
Search

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/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
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- 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
- HTTP MethodRequired
- URLRequired
- 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 ByRequired
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
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field 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
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
- Activity Types
- Activity Tags
- Member Tags
- Activity Keywords
- Include activities from your teammates?
Trigger
Instant
Try It
- Member SlugRequired
- SourceRequired
- Name
- Source Host
- Username
- UID
- Email
- URL
Action
Write
- Name
- Email
- Twitter Handle
- GitHub handle
- DEV profile
- Bio
- LinkedIn profile
- Orbit Level
- Preferred Pronouns
- Tags to Add
- Location
- Shipping Address
- URL
- Company
- Title
- Birthday
- Teammate
- TShirt Size
- Tags
Action
Write
- Program Public UUIDRequired
- Form ResponseRequired
Action
Write
- IDRequired
Action
Search

About Orbit

Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Create Orbit activities from new Pipedrive notes

Create new Orbit activities for incoming Pipedrive leads

Orbit + Pipedrive

Create Orbit activities for new Pipedrive activities to streamline workflow

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 Multiple Deals

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

New Member

Create Activity

Create a Member Note

Update Member

Get a Member by Identity

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

New Activity

Add an Identity to a Member

Create a Member

Create a Submission to a Program

Get a Member by Orbit ID

About Orbit

Related categories

Similar apps

Zapier Interfaces

About Pipedrive

Related categories

Similar apps

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