Automations with Pipedrive
Omie ERP
18 automations
Automations
Hotmart
15 automations
Automations
Google Sheets
14 automations
Automations
Pipefy
14 automations
Automations
Gmail
14 automations
Automations
Asaas
13 automations
Automations
Bling
12 automations
Automations
Pagar.me
11 automations
Automations
WooCommerce
11 automations
Automations
ActiveCampaign
11 automations
Automations
iugu
11 automations
Automations
Vindi Recorrência
10 automations
Automations
Trello
10 automations
Automations
Ramper Marketing
10 automations
Automations
RD Station Marketing
10 automations
Automations
Google Docs
9 automations
Automations
Notion
9 automations
Automations
Adobe Commerce 2.X (Magento)
8 automations
Automations
Microsoft Outlook
8 automations
Automations
Eduzz
8 automations
Automations
Twilio
8 automations
Automations
Airtable
8 automations
Automations
WhatsApp Business Cloud
8 automations
Automations
Excel
8 automations
Automations
Manychat
8 automations
Automations
Leadlovers
8 automations
Automations
Conta Azul
8 automations
Automations
Pluga Webhooks
8 automations
Automations
Mailchimp
8 automations
Automations
Loja Integrada
7 automations
Automations
Superlógica Assinaturas
7 automations
Automations
E-goi
7 automations
Automations
MercadoPago
7 automations
Automations
MemberKit
7 automations
Automations
Mautic
7 automations
Automations
Squarespace
6 automations
Automations
Webflow
6 automations
Automations
SendGrid
6 automations
Automations
Olist ERP (Tiny ERP)
6 automations
Automations
Todoist
6 automations
Automations
Zenvia Canais
6 automations
Automations
Microsoft Teams
6 automations
Automations
Slack
6 automations
Automations
Blip
6 automations
Automations
Jira Software Cloud
6 automations
Automations
Google Contacts
6 automations
Automations
Intercom
6 automations
Automations
Nibo
5 automations
Automations
Asana
5 automations
Automations
G Digital
5 automations
Automations
ClickUp
5 automations
Automations
monday.com
5 automations
Automations
Discord
5 automations
Automations
ZapSign
5 automations
Automations
Adobe Commerce 1.X (Magento)
5 automations
Automations
Google Calendar
5 automations
Automations
Nuvemshop
4 automations
Automations
Shopify
4 automations
Automations
JivoChat
4 automations
Automations
PagBank
4 automations
Automations
Sympla
4 automations
Automations
RD Station CRM
4 automations
Automations
Vindi Pagamentos
3 automations
Automations
Calendly
3 automations
Automations
HubSpot
3 automations
Automations
Omie CRM
3 automations
Automations
Google Forms
2 automations
Automations
Google Drive
2 automations
Automations
Facebook Lead Ads
2 automations
Automations
TikTok Ads
2 automations
Automations
Kiwify
2 automations
Automations
PayPal
2 automations
Automations
Yampi
2 automations
Automations
Mercado Livre
2 automations
Automations
Linkedin Lead Ads
2 automations
Automations
Typeform
2 automations
Automations
Gravity Forms
2 automations
Automations
Stripe
2 automations
Automations
Google Lead Form
2 automations
Automations
Zendesk
2 automations
Automations
Granatum Financeiro
2 automations
Automations
Mandrill
1 automations
Automations
Instagram Business
1 automations
Automations
Jotform
1 automations
Automations
Ploomes
1 automations
Automations
Kommo
1 automations
AutomationsPossibilities with Pipedrive
Check out the use cases to automate and make the most of integrations with Pipedrive
Won deal
For each won deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won deal
For each won deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
Expected closing date of the deal
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Deal reaches pipeline stage
When a deal reaches a certain stage in a pipeline on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
stage ID
stage name
pipeline ID
pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Linnk to deal file(s)
Total quantity of items
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation reaches funnel stage with attachments
When a deal with attachments reaches a certain stage in a pipeline on PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
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 formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
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
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
Link to deal file(s)
total item count
Link to deal attachments (single zipped file)
Deal attachments: Attachment names
Created deal
For each created deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created deal
For each created deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created contact
For each created contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created contact
For each created contact on PipedriveTrigger
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)
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Negotiation with a specific status with attachments
Each deal with attachments at a specific status in PipedriveTrigger Premium
deal ID
deal status
deal title
deal client ID
deal client email
deal client name
deal client first name
deal client last name
deal client postal address
deal client main phone
deal value
organization ID
organization name
organization full address
organization address: subpremise
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 formatted address
expected close date
deal won date
deal lost date
loss reason
deal creation date
currency
product names
product discounts
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
deal update date
stage ID
stage name
pipeline ID
pipeline name
stage change date
deal client: total open deals
deal client: total won deals
deal client: total lost deals
organization: total open deals
organization: total won deals
organization: total lost deals
deal notes
deal files
total item count
Deal attachments: Single zipped file
Deal attachments: Attachment names
Lost deal
For each lost deal on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost deal
For each lost deal on PipedriveTrigger
deal ID
deal status
Deal name
deal ID customer
deal email customer
deal customer name
deal customer first name
deal customer Last name
cliente do deal endereço postal
main phone deal customer
deal amount
organization id
organization name
organization address
organization address: subpremise
organization address: number
organization address: street
organization address: Neighborhood
organization address: location
organization address: Municipality
organization address: State
organization address: Country
organization address: Zip Code
organization full formatted address
expected close date
date the deal was won
date the deal was lost
reason for loss
date the deal was created
coin
name of products
discount on products
Sum of product discounts
Quantity summary of deal products
Unit price summary of deal products
Sum summary of deal products
deal creator id
name of the deal creator
deal creator email
ID of the person responsible for the deal
name of the person responsible for the deal
email of the person responsible for the deal
date the deal was updated
ID is the stage
Step name
Pipeline ID
Pipeline name
date on which the deal changed stage
customer: total open deals
customer: total deals won
customer: total lost deals
organization: total open deals
organization: total deals won
organization: total lost deals
deal observations
Link to deal file(s)
Total quantity of items
Created activity
For each created activity on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created activity
For each created activity on PipedriveTrigger
Activity: ID
Activity: Title
Activity: Creator ID
Activity: Description
Activity: 0 - Not done, 1 - Done
Activity: Due date ('dd/mm/yyyy - hh:mm:ss')
Activity: Parent activity ID
Activity: Assignee ID
Activity: Creation date ('dd/mm/yyyy - hh:mm:ss')
Activity: Update date ('dd/mm/yyyy - hh:mm:ss')
Activity: Completion date ('dd/mm/yyyy - hh:mm:ss')
Contact: ID
Contact: Full name
Contact: First name
Contact: Last name
Contact: Creation date and time
Contact: Primary email
Contact: Primary phone
Contact: Email list
Contact: Phone list
Company: ID
Company: Organization name
Company: Organization address
Company: Owner ID
Company: Owner name
Deal: ID
Deal: Title
Deal: Status
Deal: Creation date
Deal: Value without format
Deal: Value on format (reais)
Deal: Won deal date
Deal: Loss date
Deal: Stage ID
Deal: Stage name
Deal: Notes
Deal: Pipeline ID
Deal: Pipeline name
Deal: Products name
Deal: Products discount
Deal: Sum of product discounts
Deal: Product quantity summary
Deal: Product unit price summary
Deal: Product sum summary
Deal: Won date ('dd/mm/yyyy - hh:mm:ss')
Deal: Lost date ('dd/mm/yyyy - hh:mm:ss')
Deal: Creation date ('dd/mm/yyyy - hh:mm:ss')
Deal: Update date ('dd/mm/yyyy - hh:mm:ss')
Deal: Stage change date ('dd/mm/yyyy - hh:mm:ss')
Create or update deal
create/update a deal on PipedriveHow it works:
Whenever something happens on the source app
1. A deal will be created/updated from a pipeline stage on Pipedrive
2. A person 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
create/update a deal on PipedriveAction
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
Organization name
Deal label
Customer phone
Customer phone number 2
Address: city
Address: state
Contact's date of birth
Grades
Channel name
Currency referring to the amount
Create or update contact
create or update a contact on PipedriveHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create or update contact
create or update a contact on PipedriveAction
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
Didn't find your use case? Send suggestion.
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Create automations with Pipedrive
and say goodbye to manual (and tedious) tasks!
By connecting Pipedrive to the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
How to automate Pipedrive with Pluga?
Pluga allows you to create automations between Pipedrive and various other apps in a simple, practical way without needing to write a single line of code. See the steps to automate your tasks and start focusing on what really matters.
-
What is the automation trigger?
The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. Based on this choice, you can define what will happen in the destination app of your automation.
-
What is an action within an automation with Pipedrive?
An action works as a response to the selected trigger. In other words, it occurs from the moment the trigger is activated: when something happens in the app selected as the source, the action will be performed in the destination app.
-
How does information mapping work?
Mapping is where you configure which information captured from the source app will be sent to each of the fields in the destination app(s). In this step, you define which information from one app should fill the fields of the other software.
-
Is it possible to have more than one action?
Through Pluga, you can create automations integrating multiple apps at once. For example, you can integrate an ad app + online spreadsheet + internal communication software, so when the trigger is activated, the first action is executed, and a notification is sent to your team.
Pipedrive
CRMPipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.
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