Coda + Pipedrive Integrations

Connect Coda to Pipedrive in just a few clicks, for free, with Relay.app.
Check below for the triggers and actions Relay.app supports, as well as example workflows using Coda and Pipedrive. Relay.app provides seamless integration between Coda, Pipedrive, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

Example Coda + Pipedrive workflows

Coda iconarrow_forwardPipedrive icon

Automatically add activity to deal in Pipedrive for each row added in Coda

Pipedrive iconarrow_forwardCoda icon

Copy doc automatically in Coda for each deal stage changed in Pipedrive

Coda iconarrow_forwardPipedrive icon

Add activity to lead automatically in Pipedrive for each row changed in Coda

Pipedrive iconarrow_forwardCoda icon

Automatically add row in Coda for each deal closed in Pipedrive

Coda Triggers
Row
Coda logo
add
Row added
Coda logo
edit
Row changed
Pipedrive Actions
Activity
Pipedrive logo
add
Add activity
Pipedrive logo
edit
Update activity
Deal
Pipedrive logo
add
Add activity to deal
Pipedrive logo
add
Add deal
Pipedrive logo
person_add
Add follower to deal
Pipedrive logo
person_add
Add participiant
Pipedrive logo
add
Add product
Pipedrive logo
attach_file
Attach deal to project
Pipedrive logo
content_copy
Duplicate deal
Pipedrive logo
search
Find deal(s)
Pipedrive logo
edit
Update deal
Pipedrive logo
schedule
Wait until deal stage reached
Lead
Pipedrive logo
web_stories
Add activity to lead
Pipedrive logo
archive
Archive lead
Pipedrive logo
search
Find lead(s)
Pipedrive logo
person_add
Get or add lead for organization
Pipedrive logo
person_add
Get or add lead for person
Pipedrive logo
edit
Update lead
Note
Pipedrive logo
add
Add note
Pipedrive logo
add
Add note comment
Pipedrive logo
edit
Update note
Pipedrive logo
edit
Update note comment
Organization
Pipedrive logo
web_stories
Add activity to organization
Pipedrive logo
person_add
Add follower to organization
Pipedrive logo
search
Find organization(s)
Pipedrive logo
storefront
Get or add organization
Pipedrive logo
storefront
Update or add organization
Pipedrive logo
edit
Update organization
Person
Pipedrive logo
web_stories
Add activity to person
Pipedrive logo
add
Add person
Pipedrive logo
search
Find person / people
Pipedrive logo
person_add
Get or add person
Pipedrive logo
add
Update or add person
Pipedrive logo
edit
Update person
Product
Pipedrive logo
person_add
Add follower to product
Pipedrive logo
add
Add product
Pipedrive logo
search
Find product(s)
Pipedrive logo
edit
Update product
Project
Pipedrive logo
web_stories
Add activity to project
Pipedrive logo
add
Add project
Pipedrive logo
archive
Archive project
Pipedrive logo
delete
Delete project
Pipedrive logo
search
Find project(s)
Pipedrive logo
edit
Update project
Task
Pipedrive logo
add
Add task
Pipedrive logo
search
Find task(s)
Pipedrive logo
edit
Update task
Pipedrive logo
schedule
Wait until project task done
Pipedrive Triggers
Activity
Pipedrive logo
add
Activity added
Deal
Pipedrive logo
add
Deal added
Pipedrive logo
payments
Deal closed
Pipedrive logo
payments
Deal lost
Pipedrive logo
conversion_path
Deal stage changed
Pipedrive logo
edit_square
Deal updated
Pipedrive logo
payments
Deal won
Lead
Pipedrive logo
add
Lead added
Organization
Pipedrive logo
add
Organization added
Pipedrive logo
edit_square
Organization updated
Person
Pipedrive logo
add
Person added
Pipedrive logo
edit_square
Person updated
Product
Pipedrive logo
add
New product added
Pipedrive logo
edit
Product changed
Pipedrive logo
target
Product first meets conditions
Project
Pipedrive logo
add
Project added
Pipedrive logo
conversion_path
Project phase changed
Pipedrive logo
task_alt
Project status changed
Coda Actions
Doc
Coda logo
content_copy
Copy doc
Row
Coda logo
add
Add row
Coda logo
library_add
Create or update row
Coda logo
search
Find row(s)
Coda logo
edit
Update row

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