Pipedrive integration
Connect Pipedrive to 200+ apps
The Pipedrive integration on Connectify fills your pipeline from the apps where customers first show up: bookings, forms, orders and emails become persons, organisations, deals, activities and notes, placed in the right stage with the details already typed in.
What you can do
28 Pipedrive actions, straight from the app
Each item is a real step in the Connectify builder. Fields are filled by typing @ to insert data from the trigger or an earlier step.
Pipedrive steps run inside a workflow that starts somewhere else: a Calendly booking, a Typeform answer, a Shopify order, a new Gmail email, or a schedule. There is no Pipedrive trigger yet.
Deals
- Create dealWith title, value, currency, person, organisation, pipeline and stage.
- Update dealChanges title, value, stage, status or owner.
- Get dealReads one deal.
- List dealsFiltered by status, owner or stage, a page at a time.
- Delete dealRemoves a deal.
Persons and organisations
- Create personWith name, email, phone, organisation and owner.
- Update personChanges the fields you set.
- Get personReads one person.
- List personsFiltered by owner or organisation.
- Delete personRemoves a person.
- Create organizationWith name, owner and address.
- Update organizationChanges the fields you set.
- Get organizationReads one organisation.
- List organizationsFiltered by owner.
- Delete organizationRemoves an organisation.
Activities and notes
- Create activityA call, meeting or task with a due date, linked to a deal, person or organisation.
- Update activityMarks it done, reschedules it or changes the subject.
- Get activityReads one activity.
- List activitiesFiltered by owner, deal or done state.
- Delete activityRemoves an activity.
- Create noteAttached to a deal, person or organisation.
- Update noteReplaces the content.
- Get noteReads one note.
- List notesFor a deal, person or organisation.
- Delete noteRemoves a note.
Pipelines
- List pipelinesReads pipeline IDs for deal fields.
- List stagesReads stage IDs, optionally for one pipeline.
- Get userReads the connected user, for owner fields.
Popular workflows
What people build with Pipedrive
Start from one of these in the app, then tell Copilot what is different.
Calendly booking, straight into the pipelineEvery new booking becomes a Pipedrive activity and a Slack notice, with the invitee’s answers attached.Use this workflow
Booking, prep brief and CRM activityAn AI step writes a brief from the booking answers, Gmail sends it to you and the meeting is logged in Pipedrive.Use this workflow
Form answer becomes a dealA Typeform submission creates the person, the organisation and a deal in the first stage.Use this workflow
Big order opens a dealA Filter checks the order is over $500; a person and a deal are created and the rep is told in Slack.Use this workflowClient call summary, filedA call transcript is summarised by an AI step and saved as a note on the deal.Use this workflowWeekly pipeline digestEvery Monday the open deals are listed, summarised and posted to #sales.Use this workflowHow to connect
Set up Pipedrive in a few minutes
No code and nothing to install. Connect Pipedrive once and use it in any workflow.
- Add a Pipedrive stepOpen a workflow in the builder, add a step and choose Pipedrive.
- Sign in to PipedriveChoose "Continue with Connectify", sign in to Pipedrive and approve the access it asks for. You can also enter your own Pipedrive app credentials instead.
- Choose the action and map fieldsPick what the step should do, then fill each field. Type @ to insert data from the trigger or an earlier step.
- Test itPress Test to run the step once with real data and see what comes back.
- Switch the workflow onEvery run is recorded in run history with what each step received and returned.
Permissions and data
What Connectify asks Pipedrive for, and why
Only the access the actions above need. You approve it on the provider's own page when you connect.
- Connectify reads and writes only the Pipedrive records your workflow steps name, with the fields you map.
- Your Pipedrive token is encrypted before it is stored and decrypted only while a Pipedrive step runs.
- The data a run receives and returns is kept in run history for 30, 60 or 90 days by plan, then deleted automatically.
- Disconnect at any time from the account settings in Connectify or from Marketplace apps in Pipedrive.
Full details in the privacy policy.
- deals: read and write
- Create, update, list and delete deals.
- contacts: read and write
- Persons and organisations.
- activities: read and write
- Calls, meetings and tasks.
- notes: read and write
- Notes on deals, persons and organisations.
- base
- Pipelines, stages and the connected user.
FAQ
Pipedrive questions
Is there a Pipedrive trigger?
Not yet. Workflows with Pipedrive start from another app’s event, a check for new records, or a schedule.
How do I pick the right stage?
Use List pipelines and List stages once to see the IDs, or type @ to take the stage from an earlier step.
Can I link a deal to a person and organisation?
Yes. Create the person and organisation first, then pass their IDs to Create deal by typing @.
Can I use my own Pipedrive app?
Yes. When you connect, enter your own app’s credentials instead of "Continue with Connectify".
Stuck on a Pipedrive step? Write to support@connectify.co or report an issue. Include the workflow name and the run from Logs.
Connect Pipedrive in minutes.
Free plan, no card, 200+ apps. Describe the workflow to Copilot or build it by hand.