Connect Granatum Financeiro with Pipedrive
Connect Granatum Financeiro with Pipedrive to scale and automate your operations.
Explore automation templates
Automate Granatum Financeiro and Pipedrive with Pluga integrations
Trusted by over 10.000 amazing companies
Granatum Financeiro and Pipedrive
your way
Check out the available triggers and actions in the automation of apps Granatum Financeiro + Pipedrive
Created contact
For each created contact on Pipedrive
Contact id
Contact owner id
Contact owner name
Contact owner email
Contact organization name
Contact Organization Owner Id
Address of the contact organization
Contact organization owner name
Contact's full name
Contact's first name
Contact last name
Contact creation date and time
Contact's first email
First contact phone number
Contact email list
Contact phone list
Date and time the contact was created (in the format dd/mm/yyyy hh:mm:ss)
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on Pipedrive
Deal products
Deal ID
Deal status
Deal title
Deal value
Expected close date
Currency
Loss reason
Deal notes
Total item count
Deal client ID
Deal client main email
Deal client: Emails separated by comma
Deal client: Name
Deal client: First name
Deal client: Last name
Deal client: Main phone
Deal client: Phones separated by comma
Deal client: Total open deals
Deal client: Total won deals
Deal client: Total lost deals
Organization: ID
Organization: Name
Organization: Full address
Organization: Address number
Organization: Address street
Organization: Address neighborhood
Organization: Address locality
Organization: Address city
Organization: Address state
Organization: Address country
Organization: Address postal code
Organization: Address with Zip Code
Organization: Total open deals
Organization: Total won deals
Organization: Total lost deals
Deal won date in format 'dd/mm/yyyy HH:mm:ss'
Deal lost date in format 'dd/mm/yyyy HH:mm:ss'
Deal creation date in format 'dd/mm/yyyy HH:mm:ss'
Deal update date in format 'dd/mm/yyyy HH:mm:ss'
Stage change date in format 'dd/mm/yyyy HH:mm:ss'
Product names
Total product discounts
Product quantity summary
Product unit price summary
Product total summary
Deal creator ID
Deal creator name
Deal creator email
Deal owner ID
Deal owner name
Deal owner email
Stage ID
Stage name
Pipeline ID
Pipeline name
Created deal
For each created deal on Pipedrive
Deal products
Deal ID
Deal status
Deal title
Deal value
Expected close date
Currency
Loss reason
Deal notes
Total item count
Deal client ID
Deal client main email
Deal client: Emails separated by comma
Deal client: Name
Deal client: First name
Deal client: Last name
Deal client: Main phone
Deal client: Phones separated by comma
Deal client: Total open deals
Deal client: Total won deals
Deal client: Total lost deals
Organization: ID
Organization: Name
Organization: Full address
Organization: Address number
Organization: Address street
Organization: Address neighborhood
Organization: Address locality
Organization: Address city
Organization: Address state
Organization: Address country
Organization: Address postal code
Organization: Address with Zip Code
Organization: Total open deals
Organization: Total won deals
Organization: Total lost deals
Deal won date in format 'dd/mm/yyyy HH:mm:ss'
Deal lost date in format 'dd/mm/yyyy HH:mm:ss'
Deal creation date in format 'dd/mm/yyyy HH:mm:ss'
Deal update date in format 'dd/mm/yyyy HH:mm:ss'
Stage change date in format 'dd/mm/yyyy HH:mm:ss'
Product names
Total product discounts
Product quantity summary
Product unit price summary
Product total summary
Deal creator ID
Deal creator name
Deal creator email
Deal owner ID
Deal owner name
Deal owner email
Stage ID
Stage name
Pipeline ID
Pipeline name
Won deal
For each won deal on Pipedrive
Deal products
Deal ID
Deal status
Deal title
Deal value
Expected close date
Currency
Loss reason
Deal notes
Total item count
Deal client ID
Deal client main email
Deal client: Emails separated by comma
Deal client: Name
Deal client: First name
Deal client: Last name
Deal client: Main phone
Deal client: Phones separated by comma
Deal client: Total open deals
Deal client: Total won deals
Deal client: Total lost deals
Organization: ID
Organization: Name
Organization: Full address
Organization: Address number
Organization: Address street
Organization: Address neighborhood
Organization: Address locality
Organization: Address city
Organization: Address state
Organization: Address country
Organization: Address postal code
Organization: Address with Zip Code
Organization: Total open deals
Organization: Total won deals
Organization: Total lost deals
Deal won date in format 'dd/mm/yyyy HH:mm:ss'
Deal lost date in format 'dd/mm/yyyy HH:mm:ss'
Deal creation date in format 'dd/mm/yyyy HH:mm:ss'
Deal update date in format 'dd/mm/yyyy HH:mm:ss'
Stage change date in format 'dd/mm/yyyy HH:mm:ss'
Product names
Total product discounts
Product quantity summary
Product unit price summary
Product total summary
Deal creator ID
Deal creator name
Deal creator email
Deal owner ID
Deal owner name
Deal owner email
stage ID
Stage name
Pipeline ID
Pipeline name
Lost deal
For each lost deal on Pipedrive
Deal products
Deal ID
Deal status
Deal title
Deal value
Expected close date
Currency
Loss reason
Deal notes
Total item count
Deal client ID
Deal client main email
Deal client: Emails separated by comma
Deal client: Name
Deal client: First name
Deal client: Last name
Deal client: Main phone
Deal client: Phones separated by comma
Deal client: Total open deals
Deal client: Total won deals
Deal client: Total lost deals
Organization: ID
Organization: Name
Organization: Full address
Organization: Address number
Organization: Address street
Organization: Address neighborhood
Organization: Address locality
Organization: Address city
Organization: Address state
Organization: Address country
Organization: Address postal code
Organization: Address with Zip Code
Organization: Total open deals
Organization: Total won deals
Organization: Total lost deals
Deal won date in format 'dd/mm/yyyy HH:mm:ss'
Deal lost date in format 'dd/mm/yyyy HH:mm:ss'
Deal creation date in format 'dd/mm/yyyy HH:mm:ss'
Deal update date in format 'dd/mm/yyyy HH:mm:ss'
Stage change date in format 'dd/mm/yyyy HH:mm:ss'
Product names
Total product discounts
Product quantity summary
Product unit price summary
Product total summary
Deal creator ID
Deal creator name
Deal creator email
Deal owner ID
Deal owner name
Deal owner email
Stage ID
Stage name
Pipeline ID
Pipeline name
Include payment related to fee
include a payment on Granatum Financeiro for refund fee
description Required
Amount Required
due date Required
Select account Required
Select the category Required
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Select the supplier
Reps
observation
Supplier updates
supplier email
provider's name
Create or update deal (single item)
create/update a deal on PipedriveHow it works:
Whenever something happens on the source app
1. A deal with up to 1 item will be created/updated at a stage in a Pipedrive pipeline
2. A contact associated with this deal will be created/updated on Pipedrive
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Pipedrive (Round Robin)
All happening in a single automation! ✨
Create or update deal (single item)
create/update a deal on Pipedrive
Distribute new deal
Select sellers
Owner's email
Deal owner update logic
Update deals
Deal uniqueness criterion
Deal title Required
Expected closing date of the deal
Person unicity criteria
Customer name
Customer email
Deal amount
Product's name
Product value
Product quantity
Product code
Organization name
Deal label
Customer phone
Customer phone number 2
Person marketing status
Address: city
Address: state
Contact's date of birth
Grades
Channel name
Currency referring to the amount
Search deals
Search deals in Pipedrive
Search mode
Search string
Search filters
Result limit
No deals found?
Include receipt
include a receipt on Granatum Financeiro
description Required
Amount Required
due date Required
Select account Required
Select the category Required
Select the type of document
document number
payday
date of competence
Pay Automatically
Select the cost/profit center
Select payment method
Reps
observation
Contact updates
customer email
customer name
customer phone
Customer's trade name
Customer document
Create or update contact
create or update a contact on Pipedrive
Person unicity criteria
Persons name Required
Person's email
Person's phone
Seller responsible for the person
Person's date of birth
Person's phone number 2
Organization name
Address: city of the organization
Address: organization state
Person marketing status
Add or update customer
add/update a customer on Granatum Financeiro
Document and e-mail address
Name Required
Fantasy name
Document
State registration
Municipal registration
Telephone
Street address
Address no.
Full address
Neighborhood
Zip Code
Estado
Cidade
Observation
Supplier
Create or update deal (multiple items)
create/update a deal on PipedriveHow it works:
Whenever something happens on the source app
1. A deal with multiple items will be created/updated at a stage in a Pipedrive pipeline
2. A contact associated with this deal will be created/updated on Pipedrive
3. If desired, the created/updated deal can be assigned to a salesperson or distributed among registered salespeople on Pipedrive (Round Robin)
All happening in a single automation! ✨
Create or update deal (multiple items)
create/update a deal on Pipedrive
Distribuir novos negócios
Selecionar vendedores
Owner's e-mail
Deal owner update logic
Atualização de oportunidades
Critério de unicidade do negócio
Deal title Required
Expected close date
Person unicity criteria
Client name
Customer's e-mail
Deal value
Deal products
Organization name
Deal label
Customer's phone
Customer's phone 2
Person marketing status
Address: city
Address: state
Contact birthday
Notas
Channel name
Currency for value
Boost this flow in your workflow
With Pluga, you connect Granatum Financeiro + Pipedrive to build anything from the simplest integration to the most advanced flows, with several layers of logic.
- Basic 1
Pick the source app and the trigger
Choose which app starts the automation and which event works as the trigger. For example, "For each created deal on Pipedrive".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Granatum Financeiro and what Pluga should run automatically at each step. Example: "include a receipt on Granatum Financeiro"
- Basic 3
Map the information
Point out, visually, which data from the source app should fill in each field of the destination action.
- Intermediate
Only move forward when it makes sense
Set "AND" or "OR" conditions so the automation only runs in the cases that matter
- Intermediate
Pause the flow for as long as you need
Set the automation to wait minutes, hours or days and resume the next action on its own
- Intermediate
Standardize data across apps
Adjust dates, numbers and characters to the format the next app expects to receive
- Advanced
Send data in several directions
Route each piece of data down the right path within a single flow, according to specific conditions
- Advanced
Add a code block
Run JavaScript or Python in the middle of the automation to transform data before the next step
- Advanced
Create loops
Take lists of items, go through each row and run the same action for every one of them
- Advanced
Use generative AI
Send data to an AI assistant or agent and use the response in the next step
- Advanced
Connect to (almost) any app
Send and receive data through a dedicated URL, and connect to apps that are not integrated with Pluga
- Advanced
Requests to external APIs
Query or send data to any external API inside your automation
Granatum Financeiro
AccountingConnect Granatum Financeiro to 133+ apps with Pluga and turn your work into a productive machine. Automate income and expense entries, settle receipts as soon as payment clears and keep payables and receivables current — without spending hours closing the month by hand.
Pipedrive
CRMConnect Pipedrive to 133+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
