Possibilities with Pipedrive

Check out the use cases to automate and make the most of integrations with Pipedrive

Trigger
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)

Trigger
Pipedrive

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

Trigger
Pipedrive

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

Trigger
Pipedrive

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

Trigger
Pipedrive

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

Action
Pipedrive

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

Premium Action
Pipedrive

Search deals

Search deals in Pipedrive

Search mode

Search string

Search filters

Result limit

No deals found?

Action
Pipedrive

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

Action
Pipedrive

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

Trusted by over 10.000 amazing companies

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.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

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.

  • Trigger and source app of the automation

    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.

  • Action and destination app of the 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.

  • Information mapping of the automation

    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.

  • Automation with multiple actions among more than two apps

    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

Pipedrive

CRM

Pipedrive 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.

Visit Pipedrive

Frequently Asked Questions

  • With Pluga, you can connect the app Pipedrive with over 130 other software platforms and automate various business processes and tasks. Just follow these steps:


    • 1. Log in or sign up (for free) at Pluga and click on “Create Automation”;
    • 2. Select the source app and trigger;
    • 3. Connect the app;
    • 4. Select the destination app and action;
    • 5. Connect the app account;
    • 6. Make the necessary adjustments, specifying which data will be sent from one app to another.
  • At Pluga, you can create up to 3 automations with the free plan. Additionally, you have the option to try all features for 7 days at no cost to create automations between Pipedrive and other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check out Pluga's pricing page for more details.

  • The number of automations between Pipedrive and other apps on Pluga will depend on the chosen plan.

  • No. Pluga is an intuitive platform that allows the creation of automations between Pipedrive and other apps without any technical knowledge required.

  • Automating Pipedrive with other apps allows you to boost various activities (such as marketing, sales, customer service, and internal communication) and eliminate potential human errors.

  • No, Pluga is not affiliated with or created by Pipedrive. Generally, Pluga accesses the documentation provided by Pipedrive and independently develops the available integrations. Any mentions of Pluga on the Pipedrive website are strictly voluntary collaborations. Pluga remains solely responsible for the maintenance and support of its automation services.