Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Lever - Icon

Lever

AgileCRM-icon-color

Agile CRM

Aircall - Icon

Aircall

Zendesk Sell

SalesforceIQ-icon-color

SalesforceIQ

Mindbody - Icon

Mindbody

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Dynamo - Icon

Dynamo

Insightly-icon-color

Insightly

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

Copper - Icon

Copper

Fastpath

Infusionsoft

Streak-icon-color

Streak

Virtuous-icon-color

Virtuous CRM

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

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

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

Jellyvision - Card

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

segment-color-logo

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

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Pipedrive - Icon

Customer Relationship Management (CRM)

Removes a relationship based on 'LHS (left-hand side) sync_key' and 'RHS (right-hand side) sync_key'. If both the LHS and RHS records can be found with the sync_keys, and those records are related, then remove the relationship of the RHS record to the LHS record.

Delete relationship by sync_key field

List link names DDL

List records

List modules DDL

Run a sequence of API requests in one query. The requests are executed sequentially and their results are returned as one response.

Bulk request

Count the number of Accounts in your SugarCRM account. Optionally apply filters to count only specific records.

Count accounts

Count the number of Contacts in your SugarCRM account. Optionally apply filters to count only specific records.

Count contacts

Count the number of Employees in your SugarCRM account. Optionally apply filters to count only specific records.

Count employees

Count the number of Opportunities in your SugarCRM account. Optionally apply filters to count only specific records.

Count opportunities

Creates an email in your SugarCRM account.

Create email

Creates a new email address in your SugarCRM account.

Create email address

Create a new lead in your SugarCRM account.

Create lead

Upserts based on 'sync_key field'. It updates a record if it can be found by the 'sync_key field'. If the record does not exist, then creates it.

Create or update record by sync_key field

Create record

Create a relationship to a pre-existing record.

Create relationship

Creates a relationship based on 'LHS (left-hand side) sync_key field' and 'RHS (right-hand side) sync_key field'. If both the LHS and RHS records can be found with the respective sync_keys, then relate the RHS record to the LHS record.

Pipedrive and SugarCRM integration + automation

Popular Pipedrive and SugarCRM integrations

Pipedrive and SugarCRM Connector Details

Pipedrive

SugarCRM

Tray.io is the leader in low-code automation

Similar connectors to Pipedrive and SugarCRM

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.