Pipedrive integrations in Relay.app

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

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.
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
search
Find deal(s)
edit
Update deal
schedule
Wait until deal stage reached
Lead
web_stories
Add activity to lead
archive
Archive lead
search
Find lead(s)
person_add
Get or add lead for organization
person_add
Get or add lead for person
edit
Update lead
Note
add
Add note
add
Add note comment
edit
Update note
edit
Update note comment
Organization
web_stories
Add activity to organization
person_add
Add follower to organization
search
Find organization(s)
storefront
Get or add organization
storefront
Update or add organization
edit
Update organization
Person
web_stories
Add activity to person
add
Add person
search
Find person / people
person_add
Get or add person
add
Update or add person
edit
Update person
Product
person_add
Add follower to product
add
Add product
search
Find product(s)
edit
Update product
Project
web_stories
Add activity to project
add
Add project
archive
Archive project
delete
Delete project
search
Find project(s)
edit
Update project
Task
add
Add task
search
Find task(s)
edit
Update task
schedule
Wait until project task done

Automate Pipedrive in minutes with our how-to guides

See all how-to guides ➔
Create Pipedrive deals from new Google Calendar eventsAdd a new task in Pipedrive for a newly added project on TodoistCreate a new task in Todoist for a newly added project in PipedriveAutomatically send a direct message in Slack every time a new person is added to your Pipedrive CRMAutomatically send a direct message via Slack whenever a new product is added to your Pipedrive accountAutomatically send a Slack DM when a Pipedrive deal is updatedAdd a new lead in Pipedrive for a new email received in GmailAdd a new deal in Pipedrive for new form submissions in JotformCreate a new draft email in Gmail for a new lead added in PipedriveAdd new projects in Pipedrive for every new Todoist projectSend a Slack message when a Pipedrive deal closesAutomatically send Slack messages when the deal stage changes in PipedriveLog new Pipedrive deal closures in Google SheetsCreate Webflow items from a new activity added in PipedriveAutomatically update Pipedrive products whenever a new form submission is received in JotformAutomatically create Zoom meetings each time an organization is updated in PipedriveAutomatically create Zoom meetings when Pipedrive project statuses are updatedAutomatically create Zoom meetings whenever deals are updated in PipedriveAutomatically add a follower to a deal in Pipedrive every time a new form is submitted in WebflowAutomatically add tasks to Pipedrive every time a new form is submitted in WebflowAutomatically update or add people in Pipedrive every time a new form is submitted in WebflowAutomatically send a Signeasy envelope for document signing every time an organization is added in PipedriveSend a new email in Outlook when a new person is added in PipedriveAutomatically send an envelope for signing through Signeasy every time a project phase changes in PipedriveAutomatically update a project's details in Pipedrive whenever a new row is added in CodaAutomatically update or add a person in Pipedrive whenever a new row is added in CodaAutomatically update a task in Pipedrive whenever a record is added in AirtableAutomatically update deals in Pipedrive whenever a record is added in AirtableAutomatically add rows in Google Sheets for every update of a Pipedrive personLog Pipedrive deal wins to Google SheetsTrack new Pipedrive deals in Google SheetsAutomatically add new Pipedrive person records for new Webflow form submissionsCreate a draft email in Outlook for new Pipedrive contactsCreate folders in Google Drive for new Pipedrive contactsCreate Google Drive folders for new Pipedrive deal stagesAutomatically create Google Drive folders for new Pipedrive organizationsCreate Google Drive folders for new Pipedrive project phasesAutomatically send documents for e-signature via Signeasy whenever a new contact is added to PipedriveAutomatically add deals to Pipedrive from newly added Retable rowsCreate a new issue in Jira for new deals added in PipedriveCreate Google Drive folders for updated Pipedrive contactsAdd a new deal in Pipedrive for a new issue created in JiraAutomate creating Todoist tasks for new Pipedrive leadsCreate a new issue in Jira for any new activity added in PipedriveAutomatically update a task in Pipedrive every time a task is completed in AsanaAutomatically update or add a person in Pipedrive whenever a new form submission is received in JotformAutomatically add a new Mailjet contact whenever a specific deal changes in Pipedrive Automatically track CallRail inbound calls as Pipedrive activitiesCreate folders in Google Drive for new Pipedrive productsCreate folders in Google Drive for won deals in PipedriveAdd a new deal in Pipedrive for a newly added user in WebflowAutomatically add a new Pipedrive person for a newly added user in WebflowAutomatically add a new task in Pipedrive when a new task is created in ClickUpCreate a new contact in Mailjet for each person added in PipedriveCreate a new ticket in Intercom whenever a project phase is changed in Pipedrive Automatically send a DocuSign envelope for every Pipedrive deal won eventAutomatically update Google Sheets when Pipedrive deals are wonAutomatically add a follower to a product in Pipedrive whenever a new row is added in CodaAutomatically add an activity to a person in Pipedrive whenever a new row is added in CodaAutomatically update a product in Pipedrive whenever a record is added in AirtableAdd a lead for a person in Pipedrive from a new Asana projectLet your new Airtable records automatically update your Pipedrive contactsSync new Pipedrive contacts to AirtableCreate Jira issues when a deal closes in PipedriveAutomatically send a message to a specific channel in Slack for each new activity in PipedriveCreate new tasks in ClickUp for new deals in PipedriveSet up Slack notifications for new leads in PipedriveAutomatically set up a new customer profile in Stripe for every new Pipedrive dealCreate a Gmail draft for every new Pipedrive contactSend a new email in Outlook for a new lead added in PipedriveAdd new Pipedrive person records for new Google Form submissionsAutomatically create Pipedrive leads from new form submissions in Google FormsSend DocuSign envelopes when a new lead is added to PipedriveSend DocuSign envelopes whenever a new organization is added in PipedriveShare Google Forms for newly added Pipedrive dealsAdd Pipedrive deals for new ClickUp tasksAutomatically integrate Stripe customers into Pipedrive as a new personSend DocuSign envelopes for updated Pipedrive contactsSend DocuSign envelopes for updated Pipedrive dealsAutomatically send a direct message via Slack whenever an organization in Pipedrive is updatedAutomatically send a Slack DM when a Pipedrive deal is lostNotify your team on Slack when a deal is won in PipedriveAutomatically add a new Pipedrive person for each newly received email in GmailAutomatically add a new project in Pipedrive for a newly added row in Google SheetsAdd a new record in Airtable for a newly added product on PipedriveAutomatically add a related activity to a person in Pipedrive every time a new form is submitted in WebflowAutomatically add activity to an organization in Pipedrive every time a new form is submitted in WebflowAutomatically add necessary updates to a project in Pipedrive every time a new form is submitted in WebflowAutomatically create a new task in ClickUp for a newly added project in PipedriveAutomatically add an activity to a deal in Pipedrive every time a new form is submitted in WebflowAutomatically send an envelope to sign through Signeasy every time a deal is added in PipedriveAutomatically add a follower to a product in Pipedrive whenever a record is added in AirtableAutomatically add a new product in Pipedrive whenever a new row is added in CodaSend DocuSign envelopes when a new person is added to Pipedrive

FAQ

  • What is Relay.app?

    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?

    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?

    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.

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