Ready-made templates with Pipedrive
Pre-configured flows with Pipedrive, ready to activate in a few clicks.
For each response on a Facebook Lead Ads advertisement, create/update a deal on Pipedrive
When Pluga Webhooks receives a notification from your tool, create/update a deal on Pipedrive
When the lead reaches a certain step in the RD Station Marketing automation flow, create/update a deal on Pipedrive
For each won deal on Pipedrive, add data to a new row on a Google Sheets spreadsheet
When a new row is created on Google Sheets, create/update a deal on Pipedrive
All automations with Pipedrive
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Omie ERP
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Google Sheets
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Gmail
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Hotmart
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Asaas
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Bling
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WooCommerce
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Pipefy
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iugu
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Conta Azul
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Vindi Recorrência
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ActiveCampaign
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RD Station Marketing
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Ramper Marketing
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Pagar.me
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Twilio
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Notion
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Adobe Commerce 2.X (Magento)
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Loja Integrada
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Excel
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Mautic
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Manychat
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Superlógica Assinaturas
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Airtable
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Mercado Pago
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Webhooks
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Leadlovers
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Trello
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Microsoft Outlook
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Mailchimp
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Jira Software Cloud
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Google Docs
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MemberKit
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Intercom
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Squarespace
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Webflow
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Olist
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Todoist
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Slack
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Zenvia Canais
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ClickUp
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Microsoft Teams
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WhatsApp Business API
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Blip
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Facebook Custom Audiences
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ChatGPT
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Telegram Bot
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Supabase
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Clicksign
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Z-API
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Whapi
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Evolution API
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Bom Controle
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Facebook Lead Ads
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Nibo
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E-goi
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Adobe Commerce 1.X (Magento)
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Google Contacts
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Google Calendar
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SendGrid
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Kiwify
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JivoChat
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Yampi
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Asana
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Shopify
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Nuvemshop (Tiendanube)
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PagBank
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Google Gemini
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Lovable
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monday.com
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ZapSign
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Sympla
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Discord
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MCP
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Bitrix24
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RD Station CRM
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Vindi Pagamentos
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Typeform
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Calendly
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Omie CRM
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Zendesk
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Google Lead Form
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TikTok Ads
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Google Forms
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Stripe
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Gravity Forms
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Granatum Financeiro
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HubSpot
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PayPal
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Linkedin Lead Ads
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Kommo
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Tally
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vhsys
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Mercado Livre
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Agendor
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Loop
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Formatador
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Classificação por IA
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Code
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Kit de IA
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Ploomes
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RD Station CRM (legado)
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Jotform
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Reportei
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Mandrill
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Instagram Business
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Moskit CRM
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PipeRun
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NectarCRM
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Meets
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Ramper Pipeline
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Eventbrite
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Zoho CRM
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Eduzz
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eNotas
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NFe.io
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Google Drive
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Kobana
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Bkper
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Facebook Pages
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Claude (Anthropic)
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Agendador
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SendPulse
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Agentes de IA
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Roteador
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HTTP Request
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Resumo por IA
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Delay
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Extração por IA
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Facebook Ads Insights
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Interruptor
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Tradução por IA
Trusted by over 10.000 amazing companies
How do companies use Pipedrive?
Popular, smart ways to use Pipedrive every day
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Emails, meetings and status updates are added on their own to the contact history in the CRM. The team can review the whole negotiation in a few clicks, with the full context in view.
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When a sale closes, the new customer automatically enters the welcome sequence (email, message, access release), ensuring a smooth start and freeing the sales team for the next opportunity.
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When a deal is marked as won in the CRM, a notification is sent to the channels and tools involved (team chat, targets spreadsheet, finance), so the result reaches everyone at once and the next teams can move.
Triggers and Actions of Pipedrive
The trigger is the event that starts the flow with Pipedrive, while the action is the task Pluga performs automatically on that app.
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
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?
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
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
How to integrate with Pipedrive
Boost Pipedrive in your workflow
With Pluga, you connect Pipedrive to one (or more!) apps 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 contact on Pipedrive".
- Basic 2
Set the destinations and the actions
Select the apps that make up the flow with Pipedrive and what Pluga should run automatically at each step.
- 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
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.
Frequently Asked Questions
Everything you need to know to get started with Pipedrive on Pluga.
