Integrationsarrow_forwardDovetail Integrationsarrow_forward

Dovetail + Pipedrive Integrations

Connect for free

On this page

Connect Dovetail to Pipedrive
Example workflows
Inspirational workflows
Triggers and actions
Dovetail + your other apps
Pipedrive + your other apps
Related blog posts
FAQ

Dovetail + Pipedrive integrations

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Overview

Connect Dovetail to Pipedrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dovetail, Pipedrive, and many other popular SaaS applications.

Check below for example workflows using Dovetail and Pipedrive, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Dovetail + Pipedrive workflows

arrow_forward

Automatically create note in Dovetail for each deal stage changed in Pipedrive

Try it

arrow_forward

Update note automatically in Dovetail for each deal closed in Pipedrive

Try it

arrow_forward

Delete note automatically in Dovetail for each deal won in Pipedrive

Try it

arrow_forward

Automatically create insight in Dovetail for each deal lost in Pipedrive

Try it

arrow_forward

Update insight automatically in Dovetail for each project added in Pipedrive

Try it

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Dovetail Triggers

No Dovetail triggers yet

Request trigger

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Pipedrive + Dovetail integration

Select a trigger in Pipedrive

Select an action in Dovetail

Create your workflow

Connect Dovetail to your other apps

Or connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".

Jacob Bank

Mar 18, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Dovetail to Pipedrive with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Dovetail or Pipedrive to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Dovetail and Pipedrive to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Dovetail to Pipedrive?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Dovetail and Pipedrive—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.