Connect Pipefy with Pipedrive
Unlock the superpowers of Pipefy + Pipedrive and automate your tasks without having to write a single line of code.
Pipefy and Pipedrive
your way
Check out the available triggers and actions in the automation of apps Pipefy + Pipedrive
Created card
When a card is created on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created card
When a card is created on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
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)
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 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
Finished card
When a card is finalized on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Finished card
When a card is finalized on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
Card URL
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 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 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 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
Moved card
When a card is moved to a certain phase of a pipe on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Moved card
When a card is moved to a certain phase of a pipe on PipefyTrigger
Name of card creator
Card creator email
Current phase name
Card expiration date
Title of the card
Name of users assigned to the card
Emails of users assigned to the card
Name of card tags
Card creation date
Card update date
Card update date in 'dd/mm/yyyy'
URL do card
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 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 card
create a card on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create card
create a card on PipefyAction
Card comment
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
Create record in table
create a record on a table on PipefyHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Create record in table
create a record on a table on PipefyAction
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
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Automate Pipefy and Pipedrive with Pluga integrations
Explore automation templates
When a card is created on Pipefy, create/update a deal on Pipedrive
AUTOMATE When a card is finalized on Pipefy, create/update a deal on Pipedrive
AUTOMATE For each won deal on Pipedrive, create a card on Pipefy
AUTOMATE When a deal reaches a certain stage in a pipeline on Pipedrive, create a card on Pipefy
AUTOMATE For each won deal on Pipedrive, create a record on a table on Pipefy
AUTOMATE For each lost deal on Pipedrive, create a record on a table on Pipefy
AUTOMATE When a deal reaches a certain stage in a pipeline on Pipedrive, create a record on a table on Pipefy
AUTOMATE When a card is moved to a certain phase of a pipe on Pipefy, create/update a deal on Pipedrive
AUTOMATE When a card is created on Pipefy, create or update a contact on Pipedrive
AUTOMATE When a card is finalized on Pipefy, create or update a contact on Pipedrive
AUTOMATE When a card is moved to a certain phase of a pipe on Pipefy, create or update a contact on Pipedrive
AUTOMATE Miss an automation with this apps?
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How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
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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. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
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What is an action within an automation?
The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
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How does information mapping work?
Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).
For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
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Is it possible to have more than one action?
With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.
Automate Pipefy + Pipedrive
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. 
Pipefy
ProjectPipefy is a flexible platform for process and workflow management. The app allows you to create and track complex tasks without relying on IT personnel to quickly automate processes, workflows, and approvals.
Integrations with Pipefy Visit Pipefy 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.
Integrations with Pipedrive Visit Pipedrive