Pipedrive for Workflows
Simplify Your Sales and CRM Automation
Pipedrive for Workflows is built to supercharge your sales processes and customer relationship management. With 33 comprehensive actions and 8 versatile triggers, this app empowers agencies to optimize deal tracking, streamline user management, and automate key tasks, saving time and enhancing productivity.
Project Automation
Seamless Contact
Dynamic Activity
Integrated Product
Detailed Information
Actions
Create User
Add new team members to your Pipedrive account with ease.
Get User
Retrieve detailed user information for accurate team management.
Find User by Email
Quickly locate users by their email addresses.
Create Product
Add products to your catalog effortlessly.
Add Product to Deal
Associate specific products with deals to track sales performance.
Search Product
Locate products instantly for better deal management.
Detailed Information
Triggers
Create Deal
Automatically trigger workflows when new deals are added.
Update Deal
Track changes in deal progress and trigger follow-up actions.
Create Activity
Stay on top of new tasks or events as they’re created.
Create Person
Trigger workflows when new contacts are added to your database.
Detailed Information
Use Cases
Comprehensive Deal Management
Streamline deal creation, updates, and tracking to ensure your agency closes more opportunities while maintaining a well-organized pipeline.
Client Onboarding Made Simple
Automate the creation of contacts and organizations, reducing manual data entry and speeding up onboarding processes for new clients.
Efficient Team Collaboration
Keep your team in sync by adding followers to deals, products, or contacts, ensuring everyone is aligned and updated in real time.
Product and Service Management
Track products associated with deals for seamless inventory and service management, enabling clear visibility across client engagements.
Pipedrive for Workflows
Why Choose Pipedrive for Workflows?
All-in-One Sales Automation
Streamline every stage of your sales pipeline with powerful actions for deals, leads, and activities all in one placeEffortless CRM Management
Easily manage contacts, organizations, and user access to keep your client relationships organized and up to date.Custom Workflows with Smart Triggers
Leverage 8 flexible triggers to build personalized workflows that adapt to your agency’s sales and CRM processes.
Apps Installation and Integration
Custom Actions
Create User
Get User
Find User by Email
Create Product
Add Product To Deal
Add Follower Product
Search Product
Create Deal
Update Deal
Add Follower To Deal
Get A Person Deal
Create Person
Update Person
Add Follower Person
Create Activity
Update Activity
Create Lead
Update Lead
Create Organization
Update Organization
Create Note
Get Note
Search Multiple Deals
Search Deal
Search Person
Search User
Search Note
Add Follower Organize
Search Organization
Search Lead
Search Activity
Attach File
Create Lead Label
Search Lead
Custom Triggers
Create Activity
Create Deal
Create Note
Create Organization
Create Person
Update Deal
Update Organization
Update Person
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