Pipedrive + Zapier Tables
Create records in Zapier Tables for new leads from Pipedrive to easily manage your data tracking process
Streamline your Pipedrive leads management with this efficient workflow. Each time a new lead emerges in Pipedrive, a corresponding record is promptly established in Zapier Tables. This process ensures precise and rapid documentation of every lead, greatly reducing chances of oversights. It's an easy way to monitor the progress of each lead, all while saving you valuable time.
Streamline your Pipedrive leads management with this efficient workflow. Each time a new lead emerges in Pipedrive, a corresponding record is promptly established in Zapier Tables. This process ensures precise and rapid documentation of every lead, greatly reducing chances of oversights. It's an easy way to monitor the progress of each lead, all while saving you valuable time.
- 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!
Create RecordCreates a new record on a table.
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 foundTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
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 foundTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
FieldRequired
Summary FormulaRequired
Zap Id
Zap Step Id
Zap Path Run Id
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Table IDRequired
Calculate FieldRequired
Aggregate FunctionRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Name
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Record IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Table IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
ActionThis is an event a Zap performs.SearchFind existing data in your appTable NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTable IDRequired
Zap Id
Zap Step Id
Zap Path Run Id
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
Related categories
Related Zap Templates
- Create Pipedrive contacts from new Zapier tables records
- Create Pipedrive deals from new Zapier Tables records
- Create records in Zapier Tables for new activities in Pipedrive
- Create new records in Zapier Tables for every new organization in Pipedrive
- Create records in Zapier Tables for new deals in Pipedrive
- Update deals in Pipedrive when records are updated in Zapier Tables
- Create records in Zapier Tables for new people in Pipedrive
- Update records in Zapier Tables each time a deal is updated in Pipedrive
- Create Zapier Tables records for updated Pipedrive deal stages
- Increase values in Zapier Tables each time new notes are added in Pipedrive
- Create new Pipedrive persons from new or updated records in Zapier Tables
- Update records in Zapier Tables when new deal matching filters are detected in Pipedrive
- Create records in Zapier Tables for every new deal matching filter in Pipedrive
- Update Pipedrive deals when new records appear in Zapier Tables
- Create new Zapier Tables records for every matching Pipedrive filter update
- Create new leads in Pipedrive from new records in Zapier Tables
- Create Pipedrive deals when new Zapier Tables buttons are clicked
- Update Pipedrive organizations from updated records in Zapier Tables
- Create records in Zapier Tables for every new Pipedrive activity matching filter
Related Zap Templates
- Create Pipedrive contacts from new Zapier tables records
- Create new records in Zapier Tables for every new organization in Pipedrive
- Create records in Zapier Tables for new people in Pipedrive
- Increase values in Zapier Tables each time new notes are added in Pipedrive
- Create records in Zapier Tables for every new deal matching filter in Pipedrive
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- Create Pipedrive deals from new Zapier Tables records
- Create records in Zapier Tables for new deals in Pipedrive
- Update records in Zapier Tables each time a deal is updated in Pipedrive
- Create new Pipedrive persons from new or updated records in Zapier Tables
- Update Pipedrive deals when new records appear in Zapier Tables
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- Create records in Zapier Tables for new activities in Pipedrive
- Update deals in Pipedrive when records are updated in Zapier Tables
- Create Zapier Tables records for updated Pipedrive deal stages
- Update records in Zapier Tables when new deal matching filters are detected in Pipedrive
- Create new Zapier Tables records for every matching Pipedrive filter update