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Pipedrive Integrations

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 a modern, crafted automation tool with deeper integrations, better features, and more flexibility than other automation tools. Learn more >

Pipedrive integrations in Relay.app

Show:
Triggers
add
Activity added
Trigger
add
Deal added
Trigger
payments
Deal closed
Trigger
payments
Deal lost
Trigger
conversion_path
Deal stage changed
Trigger
edit_square
Deal updated
Trigger
payments
Deal won
Trigger
add
Lead added
Trigger
add
Organization added
Trigger
edit_square
Organization updated
Trigger
add
Person added
Trigger
edit_square
Person updated
Trigger
add
Product added
Trigger
add
Project added
Trigger
conversion_path
Project phase changed
Trigger
task_alt
Project status changed
Trigger
Actions
add
Add activity
Action
add
Add activity to deal
Action
web_stories
Add activity to lead
Action
web_stories
Add activity to organization
Action
web_stories
Add activity to person
Action
web_stories
Add activity to project
Action
add
Add deal
Action
person_add
Add follower to deal
Action
person_add
Add follower to organization
Action
person_add
Add follower to product
Action
add
Add note
Action
add
Add note comment
Action
person_add
Add participiant
Action
add
Add person
Action
add
Add product
Action
add
Add product
Action
add
Add project
Action
add
Add task
Action
archive
Archive lead
Action
archive
Archive project
Action
attach_file
Attach deal to project
Action
delete
Delete project
Action
content_copy
Duplicate deal
Action
search
Find deal(s)
Action
search
Find lead(s)
Action
search
Find person / people
Action
search
Find product(s)
Action
search
Find project(s)
Action
search
Find task(s)
Action
person_add
Get or add lead for organization
Action
person_add
Get or add lead for person
Action
storefront
Get or add organization
Action
person_add
Get or add person
Action
edit
Update activity
Action
edit
Update deal
Action
edit
Update lead
Action
edit
Update note
Action
edit
Update note comment
Action
storefront
Update or add organization
Action
add
Update or add person
Action
edit
Update organization
Action
edit
Update person
Action
edit
Update product
Action
edit
Update project
Action
edit
Update task
Action
schedule
Wait until deal stage reached
Action
schedule
Wait until project task done
Action

How-to guides featuring Pipedrive

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