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Pipedrive Integrations

Pipedrive integrations in Relay.app

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

Pipedrive is a popular sales CRM software that helps organizations manage their sales processes and close deals effectively. With Pipedrive's user-friendly interface and powerful features, sales teams can track leads, manage pipelines, and collaborate efficiently. Relay offers seamless integration with Pipedrive to enhance productivity and streamline sales processes.

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.

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Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

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

Connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

WordPress (Self-Hosted)

Automate Pipedrive in minutes with our how-to guides

See all how-to guides ➔

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Create a new Asana project for every new Pipedrive project

Streamline your project management process by automatically creating new Asana projects for every new project added in Pipedrive. With this integration, Relay.app seamlessly connects your CRM and project management tools. When a new project is created in Pipedrive, Relay.app promptly generates a cor

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Automatically update or add a person in Pipedrive whenever a record is added in Airtable

Relay.app is an automation tool that lets you automate actions across Airtable, Pipedrive, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Airtable “New record added” action for each Pipedrive “Update or add person” event.

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Automatically get or add a lead for an organization in Pipedrive whenever a new row is added in Coda

Relay.app is an automation tool that lets you automate actions across Coda, Pipedrive, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Coda “Row added” action for each Pipedrive “Get or add lead for organization” event.

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Automatically send a Slack DM when a deal is won in Pipedrive

Have you ever manually sent direct messages (DMs) to notify your team members about a won deal in Pipedrive? If you have, you know how time-consuming and error-prone this process can be. From constantly monitoring Pipedrive for won deals to manually creating DMs, this approach can lead to missed oppo

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Add a new person in Pipedrive from newly received Outlook emails

Want to keep your contact list in Pipedrive updated whenever you receive new emails in Outlook? This integration simplifies the process. When a new email arrives in your Outlook inbox, Relay.app automatically adds a new person to your Pipedrive account. This seamless connection ensures that your CRM

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Automatically send Slack notifications whenever a Pipedrive project status is updated

Are you tired of manually sending direct messages (DMs) every time there's a project status update in Pipedrive? You're not alone! With so many projects to manage, it's easy to miss updates or inaccurately communicate information. Plus, the inconsistency in communication can make the team coordinatio

Real-world workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool with deep integrations and rich workflow features. If you have a workflow that requires input from a teammate—like making a decision that requires human judgment, reviewing the output of an AI model, or approving a next step—Relay.app is the platform for you. Beyond its features, Relay.app’s user-friendly experience makes it an excellent tool for anyone on your team to pick up.
Learn more about Relay.app's features.
How do I connect Pipedrive to Relay.app?
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1. Create a free Relay.app account.
2. Set up a trigger, which is what will start each workflow run.
3. Choose one or more actions to run as part of your workflow.
4. Connect and authorize Pipedrive and any other apps you want to automate.
5. Turn on your workflow, and start getting your repetitive tasks done without lifting another finger.
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for automating Pipedrive?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to automate Pipedrive that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to automate 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.