ConditionalVisibility

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Pipedrive homepage

Pipedrive columns

Add deal button in Pipedrive CRM

Adding a deal in Pipedrive CRM

Activities scheduled for this deal

Scheduling an activity in Pipedrive CRM

Managing activities in Pipedrive CRM

Dragging activities in Pipedrive CRM

Pipeline editor in Pipedrive CRM

Examining a deal in Pipedrive CRM

Add person button in Pipedrive CRM

Labeling a person in Pipedrive CRM

Adding a new organization in Pipedrive CRM

Dashboard in Pipedrive CRM

Revenue forecast in Pipedrive CRM

Adding a goal in Pipedrive CRM

Goals in Pipedrive CRM

Deals won in Pipedrive CRM

Deals screen in Pipedrive CRM

App tutorials

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Pipedrive

For small and medium-sized businesses, finding a simple, affordable, easy-to-use customer relationship management (CRM) system can be a challenge. This is precisely the market need that Pipedrive CRM seeks to fill.

How to use Pipedrive

Let your team know about a Pipedrive new deal - in a pipeline stage - in just one step. Use Zapier to send the new deal automatically as a Gmail outbound message. 

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.

New Activity

Triggers when an activity newly matches a Pipedrive filter for the first time.

Activity Matching Filter

New Deal

Triggers when a deal newly matches a Pipedrive filter for the first time.

Deal Matching Filter

New Lead

New Note

Triggers when a new organization is created.

New Organization

Triggers when an organization newly matches a Pipedrive filter for the first time.

Organization Matching Filter

New Person

Triggers when a person newly matches a Pipedrive filter for the first time.

Person Matching Filter

New Project

Updated Deal Stage

Triggers when an existing deal is updated.

Updated Deal

Triggers when an existing organization is updated.

Updated Organization

Triggers when an existing person is updated.

Updated Person

Find Activity

Find Deal

 Finds multiple deals related to a specific person (with line item support).

Find deals associated with a person

Finds multiple Deals associated with a Person (with line item support). 

Find Deals Associated with a Person

Find Lead

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Find Multiple Leads

Find notes by deal, lead, person, user, or organization, up to 500 notes.

Retrieve Note

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Find Notes

Find Organization

Find Person

Find Product

Finds a product or products by name, ID, or product code (with line item support).

Find Product(s)

Finds a project or projects by title or other fields.

Find Project(s)

Searches for tasks by title, description, or other criteria.

Find Task

Find User

Finds an activity by subject, or creates one if none is found.

Find or Create Activity

Finds a deal by name, or creates one if none is found.

Find or Create Deal

Finds multiple deals by title, notes or custom fields.

Find Multiple Deals

Finds a lead by name, or creates one if none is found.

Find or Create Lead

Finds an organization by name, or creates one if none is found.

Find or Create Organization

Finds a person by name, or creates one if none is found.

Find or Create Person

Finds a product by name, or creates one if none are found.

Find or Create Product

Finds a project by name, or creates one if none are found.

Find or Create Project

Adds an existing label to an existing person.

Add Label to Person

Add Product to Deal

Create Activity

Create Deal

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Attach File

Adds a follower to a deal, organization, person or product.

Add Follower

Create Lead

Create Note

Create Organization

Create Person

Create Product

Create Project

Create Task

Update Activity

Update Deal

Update Lead

Update Organization

Update Person

Updates an existing project in Pipedrive.

Update Project

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Send emails in Gmail when new deals are added to a stage on Pipedrive

Want to share your Pipedrive new deal with your team through Slack? Rather than copy/paste, use Zapier to create a new Slack message automatically when you move a deal in Pipedrive to a new stage.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Post messages to Slack channels when new deals are added to a stage on Pipedrive

Want to be notified of new Pipedrive deals in your Slack room? This Zap lets you can do just that. Once active, this integrationwill automatically keep the Slack channel of your choice up to date with info on new deals.

Send Slack messages for new Pipedrive deals

Keeping your tasks coordinated by hand across multiple apps is a needless time-sink. Zapier can do it all for you, with no risk of typos too! After you've set up this automation it will automatically trigger when new activity is created on Pipedrive. In response, Zapier will create a new task on Todoist for you, tracking all your action items for you.

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

Todoist

Triggers when you complete a task (including recurring tasks) on a project.

How to use Pipedrive

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