Pipedrive

Pipedrive Integration

Manage deals, contacts, activities, and pipelines

CRM 15 actions API key

Start automating Pipedrive

What you can automate with Pipedrive

Drag any of these 15 actions into a process — no code, no API wrangling.

Create Activity

Create a new activity

Create Deal

Create a new deal

Create Organization

Create a new organization

Create Person

Create a new person

Delete Deal

Delete a deal

Get Deal

Get deal details

Get Person

Get person details

List Activities

List all activities

List Deals

List all deals

List Organizations

List all organizations

List Persons

List all persons

List Pipelines

List all pipelines

List Stages

List stages in a pipeline

Search

Search across deals, persons, organizations

Update Deal

Update an existing deal

How the Pipedrive connection works

1. Authenticate

Pipedrive uses aPI key. Save the connection once and reuse it across every process.

2. Build the process

Drop Pipedrive steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Pipedrive has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Other CRM connectors

Automate Pipedrive in 7 days

We build one working Pipedrive automation in your business inside a week, at a fixed price.