Pipedrive integration

Sales CRM and pipeline management software.

Sales and CRM14 triggers · 30 actions

Connect Pipedrive free See what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “New Person” happens in Pipedrive, check the details with AI, then “Add Follower” and tell my team in Slack.

Simulated before it goes live
Fixes proposed when something breaks
One credit per run

Triggers

Start a workflow when this happens

WHEN
New Person
Triggers when a new person is created.
WHEN
New Deal
Triggers when a new deal is created.
WHEN
New Activity
Triggers when a new activity is added.
WHEN
New Note
Triggers when a new note is created.
WHEN
Updated Person
Triggers when a person is updated.
WHEN
Updated Deal
Triggers when a deal is updated.
WHEN
Updated Deal Stage
Triggers when a deal's stage is updated.
WHEN
New Lead
Triggers when a new lead is created.
WHEN
New Organization
Triggers when a new organization is created.
WHEN
Updated Organization
Triggers when an existing organization is updated.
WHEN
Activity Matching Filter
Trigges when an activity newly matches a Pipedrive filter for the first time.
WHEN
Deal Matching Filter
Trigges when a deal newly matches a Pipedrive filter for the first time.
WHEN
Person Matching Filter
Triggers when a person newly matches a Pipedrive filter for the first time.
WHEN
Organization Matching Filter
Triggers when an organization newly matches a Pipedrive filter for the first time.

Actions

Then Calibra can do this for you

DO
Add Follower
Adds a follower to a deal, person, organization or product.
DO
Retrieve a Note
Finds a note by ID.
DO
Create Note
Creates a new note.
DO
Add Labels to Person
Adds existing labels to an existing person.
DO
Add Product to Deal
Adds a product to a deal.
DO
Attach File
Uploads a file and attaches it to a deal,person,organization,activity or product.
DO
Create Activity
Creates a new activity.
DO
Update Activity
Updates an existing activity.
DO
Create Deal
Creates a new deal.
DO
Update Deal
Updates an existing deal.
DO
Create Lead
Creates a new lead.
DO
Update Lead
Updates an existing lead.
DO
Create Organization
Creates a new organization.
DO
Update Organization
Updates an existing organization.
DO
Create Person
Creates a new person.
DO
Update Person
Updates an existing person.
DO
Create Product
Creates a new product.
DO
Update Product
Updates an existing product.
DO
Find Deals Associated With Person
Finds multiple deals related to a specific person.
DO
Find Product
Finds a product by name.
DO
Find Products
Finds a product or products by name or product code.
DO
Find Notes
Finds notes by Deal, Lead, Person, or Organization ID.
DO
Retrieve a Product
Finds a product by ID.
DO
Find Organization
Finds an organization.
DO
Find Person
Finds a person.
DO
Find Deal
Finds a deal by any field.
DO
Find Activity
Finds an activity by subject.
DO
Find User
Finds a user by name or email.
DO
Find Lead
Finds leads by title.
DO
Custom API Call
Make a custom API call to a specific endpoint.

Ready-made workflows with Pipedrive

Install, connect your apps and switch on.

Jotform requests as people and deals in PipedriveEvery Jotform submission creates the person and their deal in Pipedrive. Jotform · Pipedrive

Questions

Is the Pipedrive integration free?

Yes. Pipedrive is available on every Calibra plan, including the free plan, which needs no card.

How is Pipedrive usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Pipedrive without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Pipedrive for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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