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Salesforce

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Microsoft Dynamics 365

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ServiceNow

Zendesk Sell

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Lever

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Agile CRM

123FormBuilder

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Aircall

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Qualaroo

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SalesforceIQ

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Mindbody

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Jotform

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Promoter.io

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Insightly

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Dynamo

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Pipeliner

Freshsale

Freshsales

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GatherUp

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Formstack

Fastpath

Currency codes DDL

Delete organization

List deals DDL

Create activity

Create deal

Create note

Create organization

Create person

Searches all organizations by their name.

Find organizations by name

Find a list of users by their email address or name.

Find people

Find users

Get activity

Returns details of a specific deal. Note: This also returns some additional fields which are not present when asking for all deals.

Get deal

Get a list of all the pipelines in Pipedrive.

List pipelines

Returns open and won deals, grouped by the defined interval.

Get deals timeline

Returns details of an organization. Note: This also returns some additional fields which are not present when asking for all organizations.

Get organization

Returns details of a person. Note: This also returns some additional fields which are not present when asking for all persons.

Get person

Get pipeline stage

Get user

Returns all activities assigned to a specified user. If no user specified, user authenticated on API will be used.

List activities

List activities DDL

List activity types

List activity types DDL

Returns data about all fields deals can have.

List deal fields

List deal fields DDL

List deals

Returns a list of deals associated with a specified person.

List deals associated with a person

List field keys DDL

List filters

List filters DDL

Get a list of all of the deals for an organization.

List organization deals

Returns data about all organization fields.

List organization fields

List pipelines DDL

List organizations

List people

List people DDL

List person fields

Get a list of all the pipeline stages in Pipedrive.

List pipeline stages

List pipeline stages DDL

Get a list of all the users in Pipedrive.

List users

List users DDL

Merge with deal ID

Merge with person ID

Perform search

Performs a search from a specific field's values. Results can be either the distinct values of the field (useful for searching autocomplete field values), or actual items IDs (deals, persons, organizations or products).

Perform search using specific field

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update activity

Update deal

Updates the properties of an organization.

Update organization

Update person

Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros.

List webhooks

Delete webhook

Create webhook

Webhook

Pipedrive

Subscribe to push notifications from Pipedrive.

On push notification

Pipedrive 1

Integrations

Pipedrive automation for any use case

Pipedrive 2

Automation

Pipedrive 3

Use cases

Heavy-duty Pipedrive use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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Customer Relationship Management (CRM)

Retrieve the progress of a specific survey response export request.

Get response export progress

List mailing lists

List mailing lists DDL

Create contact

Create reminder distribution

Create contact import

Create a file that contains the requested responses.

Create response export

Create a single contact in a specified directory.

Create directory contact

Create distribution

Create mailing list

Create a single mailing list in a specified Target Audience directory.

Create mailing list for target audience directory

Create user

Delete a single contact from a directory.

Delete directory contact

Delete user

Retrieve the user ID and other user information associated with an Qualtrics API token or a Qualtrics OAuth access token.

Get authenticated user

Retrieve the general information about an organization.

Retrieve a response export file in a format that can be used in other workflow steps.

Get response export file

Retrieve a specific Qualtrics survey by its ID.

Get survey

List activity logs

Retrieve a list of all activity type logging events.

Retrieve a list of directories with summary information for each directory.

List directories

List directories DDL

List directory contacts

List directory contacts DDL

List distributions

Retrieve a list of all groups known to the user account.

List groups

List groups DDL

Retrieve information on all messages in a library.

List library messages

List library messages DDL

Retrieve the mailing lists in a Target Audience directory, default pagination size is 100.

Pipedrive and Qualtrics integration + automation

Popular Pipedrive and Qualtrics integrations

Pipedrive and Qualtrics Connector Details

Pipedrive

Qualtrics

Tray.io is the leader in low-code automation

Similar connectors to Pipedrive and Qualtrics

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