Pipedrive + TimelinesAI
Send new Pipedrive leads to existing TimelinesAI chats as files for efficient communication
Effortlessly manage new leads from Pipedrive by sending files directly to existing chats in TimelinesAI with this workflow. When a new lead is added in Pipedrive, the associated file will be instantly transferred to a designated chat in the TimelinesAI app. Stay on top of your sales process and keep track of important documents seamlessly with this efficient automation.
Effortlessly manage new leads from Pipedrive by sending files directly to existing chats in TimelinesAI with this workflow. When a new lead is added in Pipedrive, the associated file will be instantly transferred to a designated chat in the TimelinesAI app. Stay on top of your sales process and keep track of important documents seamlessly with this efficient automation.
- When this happens...
New LeadTriggers when a Lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Send File to Existing ChatSends file to existing chat.
ActionWriteCreate a new record or update an existing record in your app.
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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
New Incoming Chat
Triggers when a new incoming chat is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Received Message
Triggers when a new incoming message is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Chat Renamed
Triggers when a chat is renamed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChat Id
Whatsapp Account Phone
Whatsapp chat jid
Attachment URLRequired
Name of attached fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Whatsapp AccountRequired
Phone numberRequired
Message textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Phone
Chat Id
ActionThis is an event a Zap performs.SearchFind existing data in your appWhatsapp Message IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
New 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 foundChat Closed
Triggers when a chat is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Outgoing Chat
Triggers when a new outgoing chat is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sent Message
Triggers when a new message is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Uploaded File
Triggers when new uploaded_file is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChat Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Chat Id
Whatsapp Account Phone
Whatsapp chat jid
Message textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Chat Id
Whatsapp Account Phone
Whatsapp chat jid
Uploaded fileRequired
Name of attached file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Whatsapp Message IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Pipedrive
Related categories
About TimelinesAI
Related categories
Related Zap Templates
- Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive
- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Send messages to new chats on TimelinesAI for new Pipedrive deals
- Create and send TimelinesAI messages for new Pipedrive leads
- Create activities in Pipedrive when new incoming chats are received in TimelinesAI
- Trigger deal matching filters and send messages to new chats in TimelinesAI for Pipedrive deals
- Create and send TimelinesAI messages for new Pipedrive activities
- Send messages to new chats in TimelinesAI when new persons are added in Pipedrive
- Create new Pipedrive deals from new incoming TimelinesAI chats
- Create new Pipedrive people from new incoming TimelinesAI chats
- Send messages to new chats in TimelinesAI when persons match filters in Pipedrive
- Send message to new chats in TimelinesAI when new organizations are created in Pipedrive
- Send message to new chats in TimelinesAI when activity matches filters in Pipedrive
- Send messages to new chats in TimelinesAI when persons are updated in Pipedrive
- Send messages to new chats in TimelinesAI when deals are updated in Pipedrive
Related Zap Templates
- Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive
- Create and send TimelinesAI messages for new Pipedrive leads
- Create and send TimelinesAI messages for new Pipedrive activities
- Create new Pipedrive people from new incoming TimelinesAI chats
- Send message to new chats in TimelinesAI when activity matches filters in Pipedrive
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- Send messages to new chats in TimelinesAI for new Pipedrive leads
- Create activities in Pipedrive when new incoming chats are received in TimelinesAI
- Send messages to new chats in TimelinesAI when new persons are added in Pipedrive
- Send messages to new chats in TimelinesAI when persons match filters in Pipedrive
- Send messages to new chats in TimelinesAI when persons are updated in Pipedrive
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- Send messages to new chats on TimelinesAI for new Pipedrive deals
- Trigger deal matching filters and send messages to new chats in TimelinesAI for Pipedrive deals
- Create new Pipedrive deals from new incoming TimelinesAI chats
- Send message to new chats in TimelinesAI when new organizations are created in Pipedrive
- Send messages to new chats in TimelinesAI when deals are updated in Pipedrive