Salesflare Salesflare Integrations

Pipedrive and Salesflare

CRM (Customer Relationship Management) pipedrive.com ↗

How to connect Pipedrive

What you can automate

  • When new Deal in Pipedrive, create opportunity in Salesflare.
  • When new Lead in Pipedrive, find or create contact in Salesflare.
  • When new Comments in Notes in Pipedrive, create internal note in Salesflare.
  • When new Note in Pipedrive, create internal note in Salesflare.
  • When new Organization in Pipedrive, find or create account in Salesflare.
  • When new Person in Pipedrive, find or create contact in Salesflare.

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.

Pipedrive operations on Zapier

Triggers (18)

Start a workflow when this happens

  • Activity Matching Filter — Triggers when an activity newly matches a Pipedrive filter for the first time.
  • Deal Matching Filter — Triggers when a deal newly matches a Pipedrive filter for the first time.
  • Deleted Person — Triggers when an existing person is deleted.
  • New Activity — Triggers when a new activity is created.
  • New Comments in Notes — Triggers when a new comment is added to a note.
Show 13 more triggers
  • New Deal — Triggers when a new deal is created.
  • New Lead — Triggers when a lead is created.
  • New Note — Triggers when a new note is created.
  • New Organization — Triggers when a new organization is created.
  • New Person — Triggers when a new person is created.
  • New Project — Triggers when a new project is created.
  • Organization Matching Filter — Triggers when an organization newly matches a Pipedrive filter for the first time.
  • Person Matching Filter — Triggers when a person newly matches a Pipedrive filter for the first time.
  • Updated Deal — Triggers when an existing deal is updated.
  • Updated Deal Stage — Triggers when a deal's stage is updated.
  • Updated Lead — Triggers when an existing lead is updated.
  • Updated Organization — Triggers when an existing organization is updated.
  • Updated Person — Triggers when an existing person is updated.

Actions (32)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Add Discount to Deal — Adds a discount to an existing deal.
  • Add Follower — Adds a follower to a deal, organization, person or product.
  • Add Label to Person — Adds an existing label to an existing person.
  • Add Product Variation — Add product variation to a product.
Show 27 more actions
  • Add Product to Deal — Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
  • Add/Remove Deal Labels — Add or remove labels from a deal.
  • Attach File — Uploads a file and attaches it to a deal, person, organization, activity, product or note.
  • Create Activity — Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
  • Create Deal — Creates a new deal.
  • Create Lead — Creates a new lead.
  • Create Note — Creates a new note.
  • Create Organization — Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.
  • Create Person — Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
  • Create Product — Creates a new product.
  • Create Project — Creates a new project.
  • Create Task — Creates a new task.
  • Find or Create Activity — Finds activities by subject, owner, type, dates, and other criteria, or creates one if none is found.
  • Find or Create Deal — Finds a deal by field search, or creates one if none is found.
  • Find or Create Organization — Finds an organization by name, or creates one if none is found.
  • Find or Create Person — Finds a person by field search, or creates one if none is found.
  • Find or Create Product — Finds a product by field search, or creates one if none is found.
  • Find or Create Project — Finds a project by name, or creates one if none are found.
  • Find or Create Task — Finds a task by search criteria, or creates one if none is found.
  • Update Activity — Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.
  • Update Deal — Updates an existing deal.
  • Update Lead — Updates an existing lead.
  • Update Organization — Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.
  • Update Person — Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
  • Update Product — Updates an existing product.
  • Update Project — Updates an existing project in Pipedrive.
  • Update Task — Updates an existing task.

Searches (22)

Look up existing records

  • Find Activities — Finds activities by subject, owner, and other criteria. Returns multiple results.
  • Find Deals — Finds deals by any field.
  • Find Deals Associated With a Person — Finds deals associated with a person with enhanced data.
  • Find Leads — Finds leads based on your search criteria.
  • Find Notes — Finds notes by Deal, Lead, Person, User, or Organization.
Show 17 more searches
  • Find Organizations — Finds organizations by ID or field search.
  • Find Persons — Finds persons by ID or field search.
  • Find Product Variations — Finds all variations for a specific product.
  • Find Products — Finds products by name, ID, or product code.
  • Find Project(s) — Finds a project or projects by title or other fields.
  • Find Tasks — Find tasks by title, description, or other criteria.
  • Find Users — Find users by name, email, or ID.
  • Get Activity Type — Retrieves a specific activity type by ID, or returns all activity types if no ID is provided.
  • Get Deal — Retrieves a specific deal by its ID.
  • Get Lead — Retrieves a specific lead by its ID.
  • Get Note — Retrieves a specific note by its ID.
  • Get Organization — Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.
  • Get Person — Retrieves a specific person by their ID.
  • Get Product — Retrieves a specific product by its ID.
  • Get Project — Retrieves a specific project by its ID.
  • Get Stage — Retrieves a specific stage by its ID.
  • Get User — Retrieves a specific user by their ID.

Pipedrive operations on Make

Triggers (9)

Start a workflow when this happens

  • Watch Activities — Triggers when a new activity is added or updated.
  • Watch Deals — Triggers when a new deal is added or updated.
  • Watch Emails — Triggers when a new email is added to Inbox.
  • Watch Leads — Triggers when a new lead is added or updated.
  • Watch New Events — Triggers when selected event of the selected object occurs.
Show 4 more triggers
  • Watch Notes — Triggers when a new note is added or updated.
  • Watch Organizations — Triggers when a new organization is added or updated.
  • Watch Persons — Triggers when a new person is added or updated.
  • Watch Products — Triggers when a new product is added or updated.

Actions (55)

Things Salesflare can make it do

  • Add a Follower — Add follower to an object of selected type (deals, organizations, persons).
  • Add a Participant to a Deal — Adds a participant to a deal.
  • Add a Product to a Deal — Adds a product to the deal.
  • Add an Installment to a Deal — Adds an installment to a deal.
  • Create a Deal — Creates a deal.
Show 50 more actions
  • Create a Deal Field — Creates a new deal field.
  • Create a Lead — Creates a lead.
  • Create a Lead Label — Creates a new lead label.
  • Create a Note — Creates a note.
  • Create a Person — Creates a person.
  • Create a Product — Creates a product.
  • Create an Activity — Creates an activity.
  • Create an Organization — Creates an organization.
  • Delete a Deal — Deletes a deal.
  • Delete a Deal Field — Deletes a deal field by its ID.
  • Delete a Follower — Delete a follower from a deal.
  • Delete a Lead — Deletes a lead.
  • Delete a Lead Label — Deletes lead label by its ID.
  • Delete a Mail Thread — Marks mail thread as deleted.
  • Delete a Note — Deletes a note.
  • Delete a Person — Deletes a person.
  • Delete a Product — Deletes a product.
  • Delete an Activity — Deletes an activity.
  • Delete an Attached Product — Deletes a product attachment from a deal.
  • Delete an Installment — Deletes an installment.
  • Delete an Organization — Deletes an organization.
  • Download a File — Downloads a file.
  • Get Deals Summary — Gets deals summary.
  • Get a Deal — Returns details of a specific deal.
  • Get a Deal Field — Gets a Deal field.
  • Get a Filter — Gets filter by its ID.
  • Get a Lead — Gets a lead.
  • Get a Mail Thread — Returns specific mail thread.
  • Get a Message — Returns data about specific mail message.
  • Get a Note — Returns details about a specific note.
  • Get a Person — Returns details of a person.
  • Get a Product — Returns data about a specific product.
  • Get a User — Returns data about a specific user within the company.
  • Get an Activity — Returns details of a specific activity.
  • Get an Organization — Returns details of an organization.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update Product Attachment Details — Updates product attachment details of the deal-product (a product already attached to a deal).
  • Update a Deal — Updates a deal.
  • Update a Deal Field — Updates Deal field by its ID.
  • Update a Lead — Updates a lead.
  • Update a Lead Label — Updates lead label by its ID.
  • Update a Mail Thread Details — Updates the properties of a mail thread.
  • Update a Note — Updates a note.
  • Update a Person — Updates a person.
  • Update a Product — Updates a product.
  • Update an Activity — Updates an activity.
  • Update an Installment — Updates an installment added to a deal.
  • Update an Organization — Updates an organization.
  • Update an Organization Field Value — Updates an organization field value.
  • Upload a File — Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.

Searches (27)

Look up existing records

  • List Activities — Searches for activities.
  • List Deal Fields — Lists all fields in Deals.
  • List Deals — Searches for deals.
  • List Deals for a Product — Returns data about deals that have a product attached to them.
  • List Files in a Deal — Lists files associated with a deal.
Show 22 more searches
  • List Filters — Lists all filters.
  • List Followers — List followers of an object of selected type (deals, organizations, persons, products, users).
  • List Installments — Lists installments attached to a list of deals.
  • List Lead Labels — Lists Lead labels.
  • List Leads — Retrieves all your leads.
  • List Mail Threads — Returns mail threads in specified folder ordered by most recent message within.
  • List Messages in a Thread — Get mail messages inside specified mail thread.
  • List Notes — Searches for notes.
  • List Organizations — Searches for organizations.
  • List Participants of a Deal — Lists the participants associated with a deal.
  • List Persons — Searches for persons.
  • List Pipelines — Returns data about all pipelines.
  • List Products — Searches for products.
  • List Products in a Deal — Lists products attached to a deal.
  • List Stages — Returns data about all stages.
  • Search Deals — Retrieves your deals filtered by criteria.
  • Search Leads — Retrieves your leads filtered by criteria.
  • Search Organizations — Retrieves your organizations filtered by criteria.
  • Search Persons — Retrieves your persons filtered by criteria.
  • Search Products — Retrieves your products filtered by criteria.
  • Search Users — Returns data about all users or searches by name or email.
  • Search for Items — Performs a search from multiple item types.

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