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Select a trigger from SweepBright

A trigger is an event that starts your Zap and runs the workflow. For example, with SweepBright, a trigger could be "Document Requested: Non-Exclusive Agreement."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SweepBright to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your SweepBright to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect SweepBright and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Document Requested: Non-Exclusive Agreement
Triggers when a Non-Exclusive Agreement document is requested.
Trigger
Instant
Try It
Interaction Registered for Lead
Triggers when a new interaction is registered for a lead.
Trigger
Instant
Try It
Feedback Added to Interaction
Triggers when feedback is added to an interaction.
Trigger
Instant
Try It
Visit Canceled
Triggers when a visit has been canceled.
Trigger
Instant
Try It
Visit Updated
Triggers when a visit has been updated.
Trigger
Instant
Try It

Document Requested: Exclusive Agreement
Triggers when an Exclusive Agreement document is requested.
Trigger
Instant
Try It
Offer Accepted
Triggers when an Offer is accepted.
Trigger
Instant
Try It

Offer Cancelled
Triggers when an Offer is cancelled.
Trigger
Instant
Try It
Offer Created
Triggers when an Offer is created.
Trigger
Instant
Try It
Offer Restored
Triggers when an Offer is restored.
Trigger
Instant
Try It
Owner Created
Triggers when a new owner is created.
Trigger
Instant
Try It
Document Requested: Property Folder
Triggers when a Property folder document is requested.
Trigger
Instant
Try It
Document Requested: Lease or Purchase Agreement
Triggers when a Lease or Purchase Agreement document is requested.
Trigger
Instant
Try It
- Offer ID
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Write
- Buyers
  Required
- Buyer Fee Fixed
  Required
- Buyer Gross Amount
- Buyer Fee Percentage
  Required
- Currency
  Required
- Direction
  Required
- Owner Fee Fixed
  Required
- Owner Net Amount
- Owner Fee Percentage
  Required
- Notes
- Owners
  Required
- Parent Offer ID
- Property ID
  Required
- Valid Until
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Email
  Required
- Office ID
  Required
- Contact Type
  Required
Action
Search
- Email
  Required
- Office ID
  Required
- Contact Type
  Required
- E-mail Address
  Required
- Language
- First Name
- Last Name
  Required
- Phone Number
- Pronouns
- External Source
Action
Search or write
- Activity filter
  Required
Trigger
Polling
Try It
- Activity filter
  Required
- Status
  Required
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- Activity filter
  Required
Trigger
Polling
Try It
- Activity filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Polling
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Contact Type
  Required
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
- Parent Task
Action
Write
- Person
  Required
- Title
  Required
- Status
  Required
- Stage in pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
- Status
  Required
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
  Required
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search type
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search type
- Assignee
- Project_id
- Mark as done
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Contact Type
  Required
- Activity filter
  Required
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search type
- Title
  Required
- Creation Date
- Status
  Required
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search type
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write

Property Created or Updated
Triggers when a property is created or updated.
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
New Visit Scheduled
Triggers when a new visit has been scheduled.
Trigger
Instant
Try It
Document Requested: Valuation
Triggers when a valuation document is requested.
Trigger
Instant
Try It
Document Requested: Property Sheet
Triggers when a Property Sheet document is requested.
Trigger
Instant
Try It
Offer Archived
Triggers when an Offer is archived.
Trigger
Instant
Try It
Offer Changed
Triggers when an Offer is changed in any way.
Trigger
Instant
Try It
Offer Refused
Triggers when an Offer is refused.
Trigger
Instant
Try It
Offer Updated
Triggers when an Offer is updated.
Trigger
Instant
Try It
Owner Updated
Triggers when an owner is updated.
Trigger
Instant
Try It
Property Status Changed
Triggers when property status is changed.
Trigger
Instant
Try It
- Offer ID
  Required
Action
Write
- Contact ID
  Required
- Labels
  Required
Action
Write
- Property ID
  Required
- Visibility
  Required
Action
Write
- Property ID
- Company
- E-Mail Address
  Required
- First Name
- Last Name
  Required
- Notes
- Phone Number
- Pronouns
- Property Type Preference
- Borough/District
- Box/Unit Number
- City/Town/Suburb
- Country
- Floor
- Building Number
- Postcode/Zip
- Province/State/Territory
- Street
- Street 2
- Location Preference Country
- Location Preference Postal Codes
- Max. Price/Rent
- Min. Price/Rent
- Min. Bedrooms
- Looking to (Buy,Rent)
- Office ID
  Required
- External Source
- Min. liveable area
- Max. liveable area
- Min. gross area
- Max. gross area
- Min. plot area
- Max. plot area
- Min. net area
- Max. net area
Action
Write
- Office ID
  Required
- Contact Type
  Required
- Status
  Required
- Negotiator Email
  Required
- Transaction Type
  Required
- Price
- Currency
- Street
- Street 2
- Number
- Addition
- Box
- Floor
- Postal Code
- City
- Province or State
- Borough or District
- Country
  Required
Action
Write
- Contact ID
  Required
- Property ID
  Required
- Relation
Action
Write
- Offer ID
  Required
Action
Write
- Buyers
  Required
- Buyer Fee Fixed
  Required
- Buyer Gross Amount
- Buyer Fee Percentage
  Required
- Currency
  Required
- Direction
  Required
- Owner Fee Fixed
  Required
- Owner Net Amount
- Owner Fee Percentage
  Required
- Offer ID
  Required
- Notes
- Owners
  Required
- Valid Until
Action
Write
- Offer ID
  Required
Action
Search
New Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Person
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Enable product
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Status
  Required
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Status
  Required
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
  Required
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Contact Type
  Required
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Contact Type
  Required
- Activity filter
  Required
- Mark as done
Action
Search
- Field to Search By
- Term to search for
  Required
- Search type
Action
Search
- Search type
Action
Search
- Person
  Required
Action
Search
- Search type
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Title
  Required
- Creation Date
- Status
  Required
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search type
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search type
- Name
  Required
- Owner
- Organization
- Email
  Required
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Status
  Required
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
  Required
Action
Search or write

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About SweepBright

SweepBright lets real estate professionals organize and promote listings, match them with leads, and close the deal—all from their phone.

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 Help

Related categories

CRM (Customer Relationship Management)

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