Pipedrive + respond.io
Find persons and add notes to Pipedrive contacts when new respond.io conversations close
Closing notes in respond.io allow agents to summarize the nature and outcome of an instant messaging conversation. Pass on this valuable information to Pipedrive with this integration. With it, a note with the contents of the closing note will be automatically added to the contact in Pipedrive.
Closing notes in respond.io allow agents to summarize the nature and outcome of an instant messaging conversation. Pass on this valuable information to Pipedrive with this integration. With it, a note with the contents of the closing note will be automatically added to the contact in Pipedrive.
- When this happens...
Conversation ClosedTriggers when a conversation is closed.
TriggerInstantThis event starts a Zap instantly. - automatically do this...
Find PersonTriggers when a new person is created.
ActionSearchFind existing data in your app - then do this!Create Note
Creates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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Contact Assignee Updated
Triggers when the assignee of a Contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggers when a new comment is posted to a conversation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identifier TypeRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Slug
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Assignment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Lifecycle Stage NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Optional
ActionThis is an event a Zap performs.SearchFind existing data in your appOptional
ActionThis is an event a Zap performs.SearchFind existing data in your appIdentifier TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdentifier TypeRequired
Message IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Lifecycle Updated
Triggers when a contact's lifecycle is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when new Contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Type
Source of the Event
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Description
Color Code
Emoji
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Contact's First NameRequired
Contact's Last Name
Contact's Preferred Language
Contact's Profile Picture URL
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Contact's First Name
Contact's Last Name
Contact's Preferred Language
Contact's Profile Picture URL
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Channel TypeRequired
Message TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Contact's First Name
Contact's Last Name
Contact's Preferred Language
Contact's Profile Picture URL
Contact's Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier TypeRequired
Conversation StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Current NameRequired
Name
Description
Color Code
Emoji
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Optional
ActionThis is an event a Zap performs.SearchFind existing data in your appOptional
ActionThis is an event a Zap performs.SearchFind existing data in your appIdentifier TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Pipedrive
Related categories
About respond.io
Related categories
Related Zap Templates
- Add new respond.io contacts as Pipedrive people
- Create or update new Pipedrive contacts in respond.io
- Add new respond.io contact updates to Pipedrive people
- Add new Pipedrive people updates to respond.io contacts
- Add respond.io comments for new Pipedrive deals
- Add comments to conversations in respond.io when new Pipedrive deals are updated
- Create contacts in respond.io for new leads in Pipedrive
- Create or update respond.io contacts for new Pipedrive activities
- Create new respond.io contacts from Pipedrive activities instantly
- Create or update respond.io contacts when new Pipedrive leads are added
- Add tags to new Pipedrive leads in respond.io
- Create Pipedrive leads from new respond.io contacts
- Create new Pipedrive deals from new incoming respond.io messages
- Send messages in respond.io when deal stages are updated in Pipedrive
- Update Pipedrive persons when respond.io contact tags are updated
- Create new Pipedrive persons when conversations are opened in respond.io
- Remove tags in respond.io when deals are updated in Pipedrive
- Create new contacts in respond.io when new persons are added in Pipedrive
Related Zap Templates
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- Add new respond.io contact updates to Pipedrive people
- Add comments to conversations in respond.io when new Pipedrive deals are updated
- Create new respond.io contacts from Pipedrive activities instantly
- Create Pipedrive leads from new respond.io contacts
- Update Pipedrive persons when respond.io contact tags are updated