Sales CRM and pipeline management software
Pipedrive currently provides 14 triggers that can start a workflow and 30 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
New Person
Triggers when a new person is created
New Deal
Triggers when a new deal is created.
New Activity
Triggers when a new activity is added
New Note
Triggers when a new note is created.
Updated Person
Triggers when a person is updated.
Updated Deal
Triggers when a deal is updated.
Updated Deal Stage
Triggers when a deal's stage is updated.
New Lead
Triggers when a new lead is created.
New Organization
Triggers when a new organization is created.
Updated Organization
Triggers when an existing organization is updated.
Activity Matching Filter
Trigges when an activity newly matches a Pipedrive filter for the first time.
Deal Matching Filter
Trigges when a deal newly matches a Pipedrive filter for the first time.
Person Matching Filter
Triggers when a person newly matches a Pipedrive filter for the first time.
Organization Matching Filter
Triggers when an organization newly matches a Pipedrive filter for the first time.
Add Follower
Adds a follower to a deal, person, organization or product.
Retrieve a Note
Finds a note by ID.
Create Note
Creates a new note.
Add Labels to Person
Adds existing labels to an existing person.
Add Product to Deal
Adds a product to a deal.
Attach File
Uploads a file and attaches it to a deal,person,organization,activity or product.
Create Activity
Creates a new activity.
Update Activity
Updates an existing activity.
Create Deal
Creates a new deal.
Update Deal
Updates an existing deal.
Create Lead
Creates a new lead.
Update Lead
Updates an existing lead.
Create Organization
Creates a new organization.
Update Organization
Updates an existing organization.
Create Person
Creates a new person.
Update Person
Updates an existing person.
Create Product
Creates a new product.
Update Product
Updates an existing product.
Find Deals Associated With Person
Finds multiple deals related to a specific person.
Find Product
Finds a product by name
Find Products
Finds a product or products by name or product code.
Find Notes
Finds notes by Deal, Lead, Person, or Organization ID.
Retrieve a Product
Finds a product by ID.
Find Organization
Finds an organization.
Find Person
Finds a person.
Find Deal
Finds a deal by any field.
Find Activity
Finds an activity by subject.
Find User
Finds a user by name or email.
Find Lead
Finds leads by title.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Pipedrive event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Person
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Pipedrive action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Add Follower
Combine Pipedrive with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
New Person
Finishes with
Add Follower, then preserve the outcome in Coherence
The exact authentication fields depend on Pipedrive. The workflow structure stays straightforward:
Authorize the Pipedrive account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Pipedrive or provide a complementary trigger or action.
Pipedrive currently provides 14 triggers that can start a workflow and 30 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Pipedrive currently lists 14 triggers and 30 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Pipedrive triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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