Pipedrive Integrations

Pipedrive integrations in Relay.app

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

add

Deal added

payments

Deal closed

payments

Deal lost

conversion_path

Deal stage changed

edit_square

Deal updated

payments

Deal won

Lead

add

Lead added

Organization

add

Organization added

edit_square

Organization updated

Person

add

Person added

edit_square

Person updated

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

Connect Pipedrive to your other apps

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 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

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Create Pipedrive deals from new Google Calendar events

Learn how to set up a Relay playbook that automatically creates new deals on Pipedrive for every new scheduled event in Google Calendar. Stay organized and efficient by connecting your Google Calendar events to Pipedrive with this automation. When a new event is scheduled in Google Calendar, a deal

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