Integrate Freshsales with Pipedrive
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Supported triggers and actions
Integrate Freshsales and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New contact
Triggers when a new contact is created in the selected view
Note created
Triggers when a new note is added
Pipeline stage created
Triggers when a new pipeline stage is created
Deal created
Triggers when a new deal is created
Product created
Triggers when a new product is created
Contact person created
Triggers when a new contact person is created
Note updated
Triggers when an existing note is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity updated
Triggers when any detail of an existing activity is updated
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Lead updated
Triggers when any detail of an existing lead is updated
Organization created
Triggers when a new organization is created
Organization updated
Triggers when any detail of an existing organization is updated
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Product updated
Triggers when any detail of an existing product is updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Create contact
Creates a new contact
Create lead
Creates a new lead
Add note to contact
Adds a note to the selected contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing lead by email
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Add products to a deal
Adds multiple products to a deal
Create deal
Creates a new deal
Create note
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Create activity
Creates a new activity
Create product
Creates a new project
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch contact person
Fetches the details of an existing contact person
Fetch organization
Fetches the details of an existing organization
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
Fetch field options
Fetches the specific field options by using its ID or name
Fetch activity
Fetches the details of an existing user activity
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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