Pipedrive

Integrate Pipedrive

Connect Pipedrive to many other apps without code

Connect your Pipedrive CRM to a wide variety of tools and apps to enhance your data and streamline your business processes.

Use your customer data to create bespoke marketing automation workflows in your prefered marketing suite, assist your sales team with up to date customer & lead information, trigger actions from real time events and much more! Cyclr’s workflow builder allows you to create CRM automations that are tailored to your business.

Try one of our pre-made Pipedrive integrations below or contact us for a demo, so we can help streamline your business today!

Case Studies Pre-made Integrations Features Request a Demo
What does Cyclr do?

Powerful automations and workflows

Connect

Integrate the apps you run to share data and trigger actions.

Workflows

Create branching workflows, blending many apps into a seamless process.

Timers

Trigger actions on dates, take the right action at the right time.

Report and Monitor

View reports and ensure your workflows run smoothly.

Case Studies

How Cyclr integrates and automates Pipedrive

Automated Marketing Mailing List Management

With new lead, contact and sales data being fed into your Pipedrive CRM you need a way of segmenting and managing the information so it can be usefully utilised. Having it simply sit in your Pipedrive CRM won’t do you any good at all.

Using Cyclr’s workflow builder you can setup automated commands to send data into your marketing platform’s most appropriate lists and campaigns. Add new contacts or update existing based on what is in your lead title, allowing you to make multiple cycles to populate as many lists or segments you like.

Syncing your Online Shop with your Pipedrive CRM

Your online shop already has the functionality to collect data on customers and orders, so by passing this into your Pipedrive CRM you will be able to generate more accurate sales reports that represent your business as a whole.

Cyclr’s drag and drop workflow builder allows you to create these connections in minutes, letting you tailor your data requirements to the systems and processes you use.

Keep Track of Support Enquiries Within Your Pipedrive CRM

In order to better understand a customer’s requirements and history with your company, being able to see what support interactions they have had with you is a must. Support tasks can be performed and tracked by teams in numerous different applications, but having that data available in your CRM is vital for tracking your customer’s full history.

With Cyclr, you can create workflows that collect new support enquiries, simultaneously creating a new ticket in your support package and creating tasks or activities that can be tracked in your CRM.

Pre-built Pipedrive integrations

Try any of these Pipedrive integrations, no account required

Xero to Pipedrive Contact Sync

Ensure your Xero contacts are also in your Pipedrive CRM with our Xero Pipedrive Integration. This cycle check your Pipedrive contacts to see if your Xero contacts are present, adding them if they are absent and updating them if they are present.

Add New Pipedrive Contacts to MailChimp

Automatically update & add new contacts to your MailChimp customer list from your Pipedrive CRM.

Add New Pipedrive Contacts to Campaign Monitor

Make sure your Pipedrive CRM and Campaign Monitor marketing lists are in order and up to date. This cycle checks to see if your contact is already on the mailing list, adding them if they aren't.

Add New Shopify Customers to Pipedrive

Keep your contact records up to date. Automatically add new Shopify customers to your Pipedrive CRM with this business automation cycle.

Add New Contacts to Pipedrive From Gravity Forms

Automatically sync your website's forms with your Pipedrive CRM. Ensure your contacts are always up to date!

Add New Contacts To Mailchimp From Pipedrive

Keep your CRM and marketing lists in sync with our MailChimp Integration. Add your Pipedrive contacts to your MailChimp marketing lists automatically, so you can always keep in touch with your customers.

Add New Magento Customers to Pipedrive

Keep your CRM up to date! When a customer registers to Magento you can automatically add them to your Pipedrive CRM.

Add New WooCommerce Customers to Pipedrive

Automatically add new eCommerce customers to your Pipedrive CRM with this WooCommerce integration. This cycle checks your customer list on Pipedrive against your WooCommerce customers, adding new contacts to your CRM that aren't already present.

Add Closed Pipedrive Deals to Google Spreadsheet

Keep and automatically update a Google Sheet of all closed deals from your Pipedrive CRM.

Create Mailchimp Lists for Event Attendees and Non-Attendees

Organise your event attendees and non-attendees into relevant MailChimp marketing lists. This cycle integrates your Eventbrite and Mailchimp campaign, while enhancing your data from your Pipedrive CRM.

Create a Pipedrive activity when a new Eventbrite event is created

Automatically create an activity in Pipedrive when you create an event, with this Pipedrive & Eventbrite integration.

Add New WooCommerce Orders to Pipedrive Deals

Add new WooCommerce sales to your Pipedrive CRM as completed deals, adding any new contacts if they're not already listed.

Update Mailchimp Lists to Show Who is Attending an Eventbrite Event

Automatically organise your event marketing! Organise your Pipedrive CRM contacts by putting attendees and non-attendees to your Eventbrite event into relevant MailChimp mailing lists for post-event campaigns.

Automatically Enter Website Support Tickets into Pipedrive & Zendesk

This cycle collects support enquiries posted from your website via Gravity Forms, adding them as a new contact in Pipedrive (if not already listed) and creates a new Zendesk ticket. An activity is also created in Pipedrive to note the users account.

Post Newly Won Deals to Slack

When a deal status is updated to Won a message is sent to Slack celebrating your victory!

Create a contact activity in Pipedrive when a user clicks an email link

This Cycle adds an activity note in Pipedrive to alert sales that a User has clicked on a particular link in a MailChimp email campaign. If the user isn't found in the Pipedrive contact database a new Person is added before the activity is created.

Wordpress to Pipedrive Lead Capture

Update your Pipedrive customer contacts directly from your website with our Contact Form 7 integration. This cycle automatically checks to see if the sender is already in your Pipedrive CRM, adding them if they aren't.

Add New ticket orders in Eventbrite as Won Pipedrive Deals

This cycle adds new event registrants to Pipedrive as a contact and a won deal, while also adding them to your MailChimp event marketing list.

Customer retention - create a follow up note in Pipedrive to contact customers who have cancelled Direct Debit

Alert your sales and retention teams to a customer subscription cancellation, with this account management workflow. A new Pipedrive activity is created on a customer when a GoCardless subscription is cancelled.

Automatically Enter Website Support Tickets into Pipedrive & Freshdesk

This cycle collects support enquiries posted from your website via Gravity Forms, adding them as a new contact in Pipedrive (if not already listed) and creates a new Freshdesk contact and a ticket. An activity is also created in Pipedrive to note the users account.

Create a JIRA project when a Pipedrive deal reaches a particular pipeline stage

Keep your deals and projects in line with this automation workflow - when a deal in Pipedrive reaches a particular stage (you choose which!) it automatically creates a new JIRA project.

Send a Pipedrive deal to another pipeline on reaching a particular stage

Full details

Explore our Pipedrive integration

Pipedrive Features

Full list of all Pipedrive API methods that we provide.

Activities

Feature Description Type
Add Activity Adds an activity. action
Delete Activity Deletes an activity. action
Get Activities Get the details of all Activities get
Get Activity Get the details of an Activity get
Update Activity Modifies an activity. action

Deal Fields

Feature Description Type
Get Deal Field Returns details of a specific deal field. get
List Deal Fields Returns all deal fields. get

Deals

Feature Description Type
Add Deal Adds a new deal. action
Delete Deal Marks a deal as deleted. action
Get Deal Returns details of a specific deal. get
Get Deals by Stage Lists deals in a specific stage. get
List Deals Returns all deals. get
List Participants Lists participants associated with a deal. get
Update Deal Updates the details of a deal. action
Updated Deal Triggered when a deal has been edited. webhook

Notes

Feature Description Type
Add a Note Adds a note. action
Delete Note Deletes a note. action
Get All Notes Returns all notes. get
Get New Notes Returns all new notes. get
Get One Note Returns a specific note. get
Note Added Triggered when a new note is added in pipedrive webhook
Update Note Updates a note. action

Organizations

Feature Description Type
Add Organization Adds a new organization action
Delete Organization Update details of an existing organization action
Get Organization Gets details of an organization get
Get Organizations Gets a list of organizations get
Update Organization Update details of an existing organization. action

People

Feature Description Type
Add Person Adds a new person. action
Delete Person Deletes a person. action
Get People by Email Address Returns a list of people matching the email address provided. get
Get Person Gets all the details of a person. get
List People Returns a list of people. get
Update Person Updates a person's details. action

Pipelines

Feature Description Type
Add Pipeline Adds a Pipeline. action
Get Pipeline Returns data about a specific pipeline. get
List Pipelines Returns data about all pipelines. get
Update Pipeline Update the properties of a pipeline. action

Stages

Feature Description Type
Add Stage Adds a new stage, returns the ID. action
Delete Stage Marks a stage as deleted. action
Get Stage Returns data about a specific stage. get
List Stages Returns data about all stages in all Pipelines. get
Update Stage Update the properties of a stage. action

Users

Feature Description Type
List Users Returns data about all users. get
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