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Pipedrive Zapier integrationAutomate Pipedrive with Zapier.

The Pipedrive Zapier integration gives you 18 triggers, 25 actions and 22 searches. Here is what each one does, which ones start instantly, what they cost, and what tends to break once your sales pipeline runs on autopilot.

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Overview

What the Pipedrive Zapier integration actually does

It links your Pipedrive CRM to other apps through Zapier, without code. A Zap (the automation you build on Zapier: one trigger, then one or more actions) watches deals, persons, leads or projects, and does the follow-up work for you the moment something changes.

Three results come up again and again. A pipeline that drives the work: Updated Deal Stage starts a Zap when a deal moves, and Create Activity or Create Project hands the next step to the right person. A CRM that fills itself: Find Persons with its create option, then Create Deal, turns a form or a booking into a clean record, without duplicates. Data that stays identical everywhere: Updated Person and Updated Organization push every correction to billing, support or email tools.

Here is the good news for free plans. Eleven of the 18 triggers are instant, including New Deal, New Person and every Updated trigger. Only the filter-based triggers, New Lead, New Comments in Notes and New Project are checked on a timer.

What Zapier does not do here: it does not bring in deals, contacts or notes that existed before you switched the Zap on, and it offers no action to delete a deal, a person or an organization. For the rest, the API Request (Beta) step can reach Pipedrive directly. Comparing tools? The Pipedrive n8n integration and the Pipedrive Make integration cover the same CRM on the other two platforms.

Vocabulary

Zapier words you will meet on this page

Six terms, one line each. Read them once and the rest of the page reads easily.

Trigger
The event in Pipedrive that starts the Zap, like a new deal or a stage change. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that creates, updates or sends something in Pipedrive or in another app.
Task
The unit Zapier bills. One action that completes successfully equals one task, and your plan counts those.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant trigger is reported by Pipedrive itself the moment the event happens.
Filter
A step that lets the Zap continue only when the data meets your condition, like a deal value above a threshold, and stops it otherwise.
Search step
A step that looks up a record already in Pipedrive, a person or a deal, so later steps can use what it found.
Connection
Your Pipedrive account linked to Zapier once, then reused by every step of every Zap that touches Pipedrive.
Cost

What a Pipedrive Zap really costs

Pipedrive is not a premium app on Zapier, so it works on the free plan. What you pay for is tasks.

  • Free plan100 tasks per month, unlimited Zaps
  • Zap size on free2 steps: one trigger, one action
  • Premium appNo, Pipedrive works on every plan
  • Trigger and checks0 tasks

The trigger never costs a task, and neither do Zapier's checks for new data. Each action that succeeds counts once, so a three-action Zap costs three times a one-action Zap. A failed action is not counted. The free plan stops at two steps: one trigger, one action. Add a filter, a search step or a second action and you have a multi-step Zap, which needs a paid plan. That matters here, because most clean Pipedrive Zaps start with Find Persons or Find Deals.

Connect

Connect Pipedrive to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, open the Apps page of your account and click + Add connection. In the dialog that opens, type Pipedrive in the search box and pick it from the list.

  2. 02

    Sign in to Pipedrive

    Click Add connection. A new tab opens on Pipedrive: sign in with the account the Zaps should act as, since every record they create will carry that user.

  3. 03

    Grant access

    Allow Zapier to reach the account. If your Zaps will touch deals or contacts owned by colleagues, make sure this user can read or edit them in Pipedrive first.

First Zap

Your first Pipedrive Zap: a stage change that schedules the next step

GoalWhen a deal reaches a chosen stage, create the follow-up activity and log a note on the deal.

  1. 01

    Create the Zap

    Start a new Zap and choose Pipedrive as the app that starts it. Pick Updated Deal Stage as the event and select your connection.

  2. 02

    Test the trigger

    Run the test: Zapier brings back the three most recent deals of your account. Pick one that just changed stage, so you map real values.

  3. 03

    Add the filter

    Add a Filter step and set the rule on the stage name. Use a text rule on a text field, or the filter will never let anything through.

  4. 04

    Add the actions

    Add Pipedrive with Create Activity, map the deal ID and owner, set a subject and due date. Then add Create Note to log why it was created.

  5. 05

    Test, then publish

    Test each action and check the records in Pipedrive. Then Publish. With a filter and two actions this is a multi-step Zap, so it needs a paid plan.

Triggers

Pipedrive triggers on Zapier

18 events start a Zap when something happens in Pipedrive, and 11 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Activity Matching Filter

Polling trigger

In Zapier“Triggers when an activity newly matches a Pipedrive filter for the first time.”

You build a filter inside Pipedrive first (say, calls owned by one rep and still open), and the Zap starts each time an activity enters that filter for the first time. The logic lives in your CRM, not in Zapier, so a sales manager can tweak it without touching the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
you want a follow-up only for a precise slice of activities, like overdue demos or calls tagged for a given region.
Watch out
the Activity filter is mandatory, so the filter has to exist and be shared with the Pipedrive account you connected before the Zap can be set up.
2

New Activity

Instant trigger

In Zapier“Triggers when a new activity is created.”

Every activity someone adds in Pipedrive (a call, a meeting, a demo slot) wakes the Zap up, with its subject, owner and due date ready to pass on. It is the broadest way to mirror what your team plans in the CRM somewhere else.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you want each new meeting to land in a shared calendar, a team chat or a project board without anyone copying it by hand.
Watch out
it fires for every activity type, so add a filter step if only meetings matter; that filter turns the Zap into a paid multi-step one.
3

Deal Matching Filter

Polling trigger

In Zapier“Triggers when a deal newly matches a Pipedrive filter for the first time.”

Point this trigger at a saved deal filter in Pipedrive, such as large deals with no next step, and the Zap runs once per deal the first time it shows up in that list. A deal that leaves the filter and comes back does not count as new.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
you track a risky segment of the pipeline and want someone alerted the moment a deal falls into it.
Watch out
the Filter field is required: without a saved filter visible to the connected user, the dropdown stays empty and the step cannot be finished.
4

New Deal

Instant trigger

In Zapier“Triggers when a new deal is created.”

As soon as a deal is created in Pipedrive, by a rep, a web form or an import, the Zap gets its title, value, owner and linked contact. This is the classic starting point for handing a fresh opportunity to the rest of your tools.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you want a kickoff task, a welcome email or a row in a reporting sheet for every new opportunity.
Watch out
the trigger only reports creation; a deal that later changes value or owner needs Updated Deal instead.
5

New Lead

Polling trigger

In Zapier“Triggers when a lead is created.”

Leads in Pipedrive are the raw prospects that sit in the Leads Inbox before anyone turns them into a deal. This trigger picks up each new one, so a qualification flow can begin while the contact is still fresh.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
inbound prospects come from chat or forms and you want them scored, enriched or routed before a rep looks at them.
Watch out
on the free plan a new lead can wait up to 15 minutes before the Zap notices it, unlike the instant deal and person triggers.
6

New Comments in Notes

Polling trigger

In Zapier“Triggers when a new comment is added to a note.”

This one watches a single note and starts the Zap every time a teammate replies under it. Think of it as following one internal discussion thread, not the whole CRM.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
a key account has one shared note where sales and support trade updates, and you want each reply pushed to a chat channel.
Watch out
the Note ID is mandatory, so you pick one note per Zap; there is no way to listen to comments across all notes at once.
7

New Note

Instant trigger

In Zapier“Triggers when a new note is created.”

Any note written in Pipedrive, on a deal, a person, an organization or a lead, starts the Zap with its text and the record it belongs to. Call summaries and meeting recaps stop living only in the CRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you want call recaps copied into a document per client or posted to the account team's channel.
Watch out
notes are free text, so if the next step expects a clean field (an amount, a date) plan a formatting step, which adds a task.
8

Organization Matching Filter

Polling trigger

In Zapier“Triggers when an organization newly matches a Pipedrive filter for the first time.”

Once a company record matches a saved Pipedrive filter for the first time (for example, organizations in one country with no owner), the Zap kicks off with that organization's details. The rule is edited in the CRM, so it stays readable for the sales team.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
you segment accounts by territory or size and want each new member of a segment handed to the right person or tool.
Watch out
the Filter field is required, and an organization already sitting in the filter when you publish never starts the Zap.
9

New Organization

Instant trigger

In Zapier“Triggers when a new organization is created.”

Each company created in Pipedrive reaches the Zap straight away, with its name, address and owner. It is the cleanest hook for keeping an accounting tool, a support desk or a client folder in step with the CRM.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
finance or support needs a matching customer record the moment sales adds a new company.
Watch out
organizations created by a bulk import arrive all together and can trip Zapier's flood protection, so pause the Zap before a big import.
10

New Person

Instant trigger

In Zapier“Triggers when a new person is created.”

A new contact in Pipedrive, typed in by hand or captured by a form, starts the Zap with names, emails and phone numbers attached. It is the natural entry point for newsletters and onboarding sequences.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you want every new contact added to an email list or a support tool without exporting a CSV every week.
Watch out
a person can carry several emails; check which one you map, or the marketing tool may receive the wrong address.
11

Deleted Person

Instant trigger

In Zapier“Triggers when an existing person is deleted.”

When someone removes a contact from Pipedrive, the Zap learns about it and can clean up the copies that live elsewhere. Very few apps expose deletions, so this one is worth knowing.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you sync contacts to a mailing tool and need removals to follow, so nobody keeps emailing a person your CRM no longer holds.
Watch out
the record is already gone in Pipedrive when the Zap runs, so a later search step for that person will find nothing.
12

Person Matching Filter

Polling trigger

In Zapier“Triggers when a person newly matches a Pipedrive filter for the first time.”

Save a person filter in Pipedrive (contacts with a given label, contacts linked to open deals) and the Zap fires the first time each contact enters it. Your segmentation stays in the CRM, where the sales team can read it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
you want contacts tagged as hot, or tied to a given campaign, pushed into a dedicated sequence.
Watch out
the Filter field is required, and the check happens on your plan's interval, so a contact that enters and leaves the filter between two checks can be missed.
13

New Project

Polling trigger

In Zapier“Triggers when a new project is created.”

This trigger fires each time a new project is created in Pipedrive. It catches each one, so delivery tools learn about it without a handover email.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one.
When to use it
your team kicks off onboarding in another tool and wants a matching board or channel created per project.
14

Updated Deal Stage

Instant trigger

In Zapier“Triggers when a deal's stage is updated.”

The moment a deal moves from one pipeline stage to another, the Zap starts with the deal and its new stage. This is the trigger most teams actually want: the pipeline itself drives the work.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
reaching a proposal stage should create a document, or moving to won should brief the delivery team.
Watch out
it fires on every stage change, including moves backwards, so add a filter on the stage name if only one step matters.
15

Updated Deal

Instant trigger

In Zapier“Triggers when an existing deal is updated.”

Any change saved on an existing deal (value, owner, expected close date, a custom field) starts the Zap with the deal as it now stands. It catches far more than stage moves.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
you keep a forecast sheet or a BI tool in step with every edit made to deals.
Watch out
a Zap that writes back into the same deal will fire this trigger again and loop; keep the update in another app or filter it out.
16

Updated Lead

Instant trigger

In Zapier“Triggers when an existing lead is updated.”

Whenever a lead in the Leads Inbox is edited (new label, new owner, a value added) Pipedrive tells Zapier at once. Paired with New Lead, it covers a lead's whole life before it becomes a deal.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a lead receiving a qualified label should notify the rep who now owns it.
Watch out
New Lead is checked on a timer while this one is instant, so a lead created and edited within minutes can reach the Zap through Updated Lead first.
17

Updated Organization

Instant trigger

In Zapier“Triggers when an existing organization is updated.”

Edits to an existing company record (address, owner, industry field) reach the Zap as soon as they are saved. It keeps company data identical across the CRM, billing and support.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
the billing address in your accounting tool should follow what sales corrects in Pipedrive.
Watch out
every small edit counts as an update, so a busy CRM can burn tasks fast; a filter on the field that matters keeps the bill down.
18

Updated Person

Instant trigger

In Zapier“Triggers when an existing person is updated.”

When a contact changes in Pipedrive (new email, new job title, new label), the Zap gets the fresh version straight away. Downstream tools stop working from stale data.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your email tool or helpdesk should always show the same address and phone number as the CRM.
Watch out
writing back to the same person from this Zap re-triggers it; Zapier will keep firing until the task count runs dry.
Actions

Pipedrive actions on Zapier

Pipedrive gives you 25 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Discount to Deal

Action

In Zapier“Adds a discount to an existing deal.”

Applies a discount to an existing deal, either a percentage of the deal value or a fixed amount, with a short description. For a percentage, the amount stays between 1 and 100.

When to use it
an approved promo code or loyalty rule should show in the deal's value.
2

Add Label to Person

Action

In Zapier“Adds an existing label to an existing person.”

Puts one or more existing labels on a contact while keeping the labels already there. Labels must exist in Pipedrive first; this step does not create them.

When to use it
a webinar attendee should be tagged so sales sees the interest at a glance.
3

Add Product to Deal

Action

In Zapier“Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)”

Attaches one product, or several in one go, to a deal as line items. The deal ID is required.

When to use it
an order placed in your shop should list its products on the matching deal.
Watch out
switch on Add Multiple Products only when your source sends a list, or the step will expect line items that never come.
4

Add Product Variation

Action

In Zapier“Add product variation to a product.”

Hangs a variation (a size, a tier, a bundle) on an existing product. Both the product and the variation must already be identified, so this step usually follows a search.

When to use it
your shop adds a new option to a product and the CRM catalog must keep up.
5

Create Activity

Action

In Zapier“Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.”

Schedules a call, meeting or task in Pipedrive, with a due date, participants and the deal or person it belongs to. It can even be logged as already done, or flagged as busy time in the owner's calendar.

When to use it
a booking on your scheduling tool should show up as a meeting on the right deal.
6

Create Deal

Action

In Zapier“Creates a new deal.”

Opens a new opportunity in Pipedrive from whatever started the Zap: a form, a booking, a signed quote. Only the title is mandatory; value, owner and pipeline can be mapped too.

When to use it
a demo request on your site should become a deal without a rep retyping it.
7

Attach File

Action

In Zapier“Uploads a file and attaches it to a deal, person, organization, activity, product or note.”

Uploads a file and pins it to a deal, person, organization, activity, product or note. Contracts and quotes stop living in email threads.

When to use it
a signed PDF from your e-signature tool should sit on the deal.
Watch out
the file must come from an earlier step as a real file, not just a link to one.
8

Add Follower

Action

In Zapier“Adds a follower to a deal, organization, person or product.”

Makes a Pipedrive user follow a deal, organization, person or product, so they get its updates. You choose the user and the record.

When to use it
a key account manager should follow every big deal without asking.
Watch out
you need the follower's Pipedrive user ID, which Find Users can supply from an email address.
9

Create Lead

Action

In Zapier“Creates a new lead.”

Drops a prospect into the Leads Inbox instead of the pipeline, so someone can qualify it before it becomes a deal. A note can be pinned on top of the lead for context.

When to use it
inbound contacts are too raw for the pipeline and need a first look.
10

Create Note

Action

In Zapier“Creates a new note.”

Writes a note on a deal, person, organization or lead, so information from outside the CRM sits next to the record. Transcripts, survey answers and support summaries fit well here.

When to use it
you want a support ticket summary visible to the account owner without a login to the helpdesk.
11

Create Organization

Action

In Zapier“Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.”

Creates a company record with its name, address and custom fields. The organization name is required, and it becomes the label everyone in sales will search for.

When to use it
a new customer in your billing tool should also exist as a company in Pipedrive.
12

Create Person

Action

In Zapier“Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.”

Adds a contact to Pipedrive with as many emails and phone numbers as you have, plus your custom fields. It is the step behind most form-to-CRM Zaps.

When to use it
a newsletter signup or event registration should exist as a contact in the CRM.
Watch out
run Find Persons first, or the same contact will be created twice.
13

Create Product

Action

In Zapier“Creates a new product.”

Adds an item to your Pipedrive product catalog. The product name is required, and you decide whether the product can be linked to deals.

When to use it
your catalog lives in an e-commerce or billing tool and Pipedrive should follow it.
14

Create Project

Action

In Zapier“Creates a new project.”

Opens a delivery project in Pipedrive Projects with its title, board and phase. All three are mandatory, so the board and phase must exist before the Zap runs.

When to use it
a won deal should start an onboarding project automatically.
15

Create Task

Action

In Zapier“Creates a new task.”

Adds a task inside a Pipedrive project, with a title and an optional done flag. The project is required: tasks here belong to projects, not to deals.

When to use it
each project should start with the same checklist of first steps.
16

Add/Remove Deal Labels

Action

In Zapier“Add or remove labels from a deal.”

Adds or removes labels on a deal, with an option to wipe all existing labels first. It is the quickest way to flag a deal as hot, cold or at risk from outside the CRM.

When to use it
a health score computed elsewhere should colour the deal in the pipeline view.
Watch out
ticking Remove All Existing Labels clears manual labels set by reps too.
17

Update Activity

Action

In Zapier“Updates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.”

Changes an existing activity: new date, new owner, marked done or not done, busy or free. Partial updates are fine, so only the fields you set change.

When to use it
a meeting rescheduled in your calendar should move in Pipedrive too.
18

Update Deal

Action

In Zapier“Updates an existing deal.”

Changes fields on an existing deal: value, stage, owner, close date or custom fields. It needs the deal ID, which a Find Deals step or the trigger usually provides.

When to use it
a signed contract in another tool should move the deal to won.
Watch out
if the trigger watches deals too, this update can start the Zap again.
19

Update Lead

Action

In Zapier“Updates an existing lead.”

Edits an existing lead in the Leads Inbox, for instance its owner, label or value, using its Lead ID.

When to use it
a scoring tool decides a lead is qualified and the CRM should reflect it.
Watch out
the Lead ID is required, so a Find Leads or Get Lead step usually comes first, which makes the Zap multi-step.
20

Update Organization

Action

In Zapier“Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.”

Rewrites only the company fields you fill in, leaving the others untouched. You pick the organization by name or from the dropdown.

When to use it
an address correction made by finance should reach the CRM.
Watch out
fields you leave empty keep their current value, so an empty source field never wipes data by accident.
21

Update Person

Action

In Zapier“Updates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.”

Refreshes a contact's details, including adding or replacing emails and phone numbers. Typing null in a field clears it, which is handy for removing stale data.

When to use it
a contact changes job or email in your marketing tool and Pipedrive should follow.
22

Update Product

Action

In Zapier“Updates an existing product.”

Edits a product in your catalog by its Product ID, including whether it can be linked to deals.

When to use it
a product renamed or retired in your shop should be changed in the CRM.
Watch out
the Product ID is required; a Find Products step before it is the usual way to get it.
23

Update Project

Action

In Zapier“Updates an existing project in Pipedrive.”

Edits a Pipedrive project you pick from the list, for example to move it to another phase.

When to use it
delivery progress tracked elsewhere should show on the project.
Watch out
the Project field is required: the step cannot run until a project is selected or mapped.
24

Update Task

Action

In Zapier“Updates an existing task.”

Changes a task, including ticking it as done. When a project is selected, only that project's tasks appear in the list.

When to use it
closing a ticket in your support tool should tick the matching task.
Watch out
leave the project empty and the task list can get long; pick the project first to narrow it down.
25

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced step that sends a raw request to Pipedrive using the connection you already set up. It covers what the other actions do not, but it expects a method and a URL on Pipedrive's own domains.

When to use it
a field or endpoint you need has no ready-made action.
Watch out
with Stop on error set to No, the Zap carries on even when Pipedrive refuses the request.
Searches

Pipedrive searches on Zapier

22 search steps look for data that already exists in Pipedrive, so a later step can use it.

Searches sit at the bottom of the action list in the editor, under SEARCH. Each one finds a record already in Pipedrive and hands it to the next steps. Three settings decide what happens when the result is not the one you expected.

1

Find Activities

SearchFind or create

In Zapier“Finds activities by subject, owner, and other criteria. Returns multiple results.”

Looks up activities by subject, owner and other criteria, and can return several at once. You can also filter on whether they are done. Its find-or-create twin, Find or Create Activity, creates one when nothing matches.

When to use it
before scheduling a follow-up, check one is not already planned.
2

Find Deals Associated With a Person

Search

In Zapier“Finds deals associated with a person with enhanced data.”

Returns the deals linked to one contact. File attachments can be included, at the cost of extra calls to Pipedrive.

When to use it
a support ticket should show every open deal of the customer who wrote in.
Watch out
leave file data off unless needed, to stay clear of Pipedrive's rate limits.
3

Find Deals

SearchFind or create

In Zapier“Finds deals by any field.”

Finds deals by any field, which makes it the go-to step before an Update Deal. Ticking the create box turns it into Find or Create Deal.

When to use it
an invoice paid in your accounting tool should update the right deal.
4

Find Product Variations

Search

In Zapier“Finds all variations for a specific product.”

Lists every variation of one product. You select the product; the step returns its variations for the next steps.

When to use it
you need the variation ID before adding it to a deal.
Watch out
a product without variations returns nothing, which stops the Zap unless you allow empty results.
5

Get Activity Type

Search

In Zapier“Retrieves a specific activity type by ID, or returns all activity types if no ID is provided.”

Reads one activity type by its ID, or all your activity types when no ID is given. Handy to translate an internal type name into something readable.

When to use it
a report sent elsewhere should say Call or Meeting, not a code.
Watch out
leave the ID empty and the step returns every activity type at once.
6

Get Deal

Search

In Zapier“Retrieves a specific deal by its ID.”

Fetches one deal by its Deal ID, with everything attached to it. Unlike Find Deals, there is no searching: you already know which one.

When to use it
the trigger only carried the deal ID and the next step needs the full record.
7

Get Lead

Search

In Zapier“Retrieves a specific lead by its ID.”

Fetches one lead by its Lead ID. It is the direct lookup when an earlier step already handed you that ID.

When to use it
a form tool stored the lead ID and you need the lead's details back.
Watch out
an ID from another app will not work here; it has to be the Pipedrive lead ID.
8

Get Organization

Search

In Zapier“Retrieves detailed organization data with optional related entities. Supports line items for processing multiple organizations.”

Reads one company with, optionally, its persons, deals and activities. It can handle several organizations as line items.

When to use it
an account review should include every contact and open deal of the company.
Watch out
each extra related set you include makes the result heavier, so tick only what the next step reads.
9

Get Person

Search

In Zapier“Retrieves a specific person by their ID.”

Fetches one contact by Person ID. Quick and exact, with no fuzzy matching involved.

When to use it
a deal trigger gave you the person ID and you need the email address.
Watch out
if the person was deleted in the meantime, the step returns nothing and the Zap stops.
10

Get Product

Search

In Zapier“Retrieves a specific product by its ID.”

Reads one product by its Product ID, to pull its name, code or price fields into later steps.

When to use it
an order line only carries the ID and the invoice needs the product name.
Watch out
the step expects the Pipedrive product ID, not the code your shop uses; Find Products handles codes.
11

Get Stage

Search

In Zapier“Retrieves a specific stage by its ID.”

Turns a Stage ID into the stage itself, name included. Deal triggers often carry only the ID.

When to use it
a chat alert should say Proposal sent rather than a number.
Watch out
the Stage ID field is required, so map it from the deal data the previous step returned.
12

Get User

Search

In Zapier“Retrieves a specific user by their ID.”

Reads one Pipedrive user by User ID. It helps when a record carries an owner ID and the next step needs a name or email.

When to use it
you want to email the deal owner directly.
Watch out
the User ID field is required; map the owner ID carried by the record rather than typing it by hand.
13

Find Leads

Search

In Zapier“Finds leads based on your search criteria.”

Searches the Leads Inbox with your criteria. The exact-match setting decides whether a close title also counts as a hit.

When to use it
a returning prospect should be matched to the lead already open.
Watch out
with exact match on, a lead titled Zapier Lead will not match a search for Zapier; with it off, it can.
14

Get Note

Search

In Zapier“Retrieves a specific note by its ID.”

Fetches one note by its numeric Note ID, which a previous step can supply as a custom value.

When to use it
you want the full text of a note referenced elsewhere.
Watch out
the ID must be a number; map it from a previous step as a custom value rather than typing text.
15

Find Notes

Search

In Zapier“Finds notes by Deal, Lead, Person, User, or Organization.”

Finds notes by deal, lead, person, user or organization. You first say which kind of record you search by.

When to use it
a weekly summary should gather all notes of one account.
Watch out
the Search By field is required, and picking the wrong record type returns nothing at all.
16

Find Organizations

SearchFind or create

In Zapier“Finds organizations by ID or field search.”

Looks up companies by ID or by field. With the create box ticked it becomes Find or Create Organization, which only adds a company when none is found.

When to use it
a new contact should be tied to an existing company rather than a duplicate.
17

Find Persons

SearchFind or create

In Zapier“Finds persons by ID or field search.”

Looks up contacts by ID or by field, typically by email. Its find-or-create version, Find or Create Person, is the standard guard against duplicate contacts.

When to use it
a form submission should update the contact if it exists and create it otherwise.
18

Find Products

SearchFind or create

In Zapier“Finds products by name, ID, or product code.”

Finds products by name, ID or product code. Find or Create Product, the same search with creation on, adds the item if it is missing.

When to use it
an order from your shop references a product code your CRM may not hold yet.
19

Get Project

Search

In Zapier“Retrieves a specific project by its ID.”

Fetches one project by its numeric Project ID, often supplied by an earlier step as a custom value.

When to use it
a task update needs the parent project's details.
Watch out
it only reads one project; to look one up by title, use Find Project(s) instead.
20

Find Project(s)

SearchFind or create

In Zapier“Finds a project or projects by title or other fields.”

Searches projects by title or another field, with an optional exact-match box. Turned into Find or Create Project, it opens the project when none exists.

When to use it
each won deal should land in one project, never two.
Watch out
without the exact-match box, a short search term can match several projects at once.
21

Find Tasks

SearchFind or create

In Zapier“Find tasks by title, description, or other criteria.”

Searches task titles and descriptions for a term, case-insensitive, and can filter on done status. Find or Create Task adds the task when the search comes back empty.

When to use it
before adding a checklist item, make sure it is not already there.
22

Find Users

Search

In Zapier“Find users by name, email, or ID.”

Finds Pipedrive users by name, email or ID; you pick which field to search by.

When to use it
an owner's email from another tool should become a Pipedrive user to assign.
Watch out
the Field to search by is required, and an email typed with a typo simply returns no user.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there, and the steps after it are skipped. Switch it on and the Zap carries on with empty values.
  2. Create X if it doesn't exist yet?
    Tick it and the search becomes a find-or-create: it asks for the fields needed to create the missing record, and the previous setting disappears.
  3. If multiple search results are found?
    Three choices: keep the first match (the default), stop the Zap, or pass every match on at once.
When it breaks

When a Pipedrive Zap breaks

Most failures come from Pipedrive data, not from Zapier. Zapier lists two Pipedrive errors in its help center, and the general limits apply as well.

Each case below is one you are likely to meet in the first weeks. For a broken Zap you cannot explain, our Zapier troubleshooting page walks through the usual checks.

  • Neither an Organization nor a Person were provided

    Pipedrive refuses some records, like a deal or a lead, when they are tied to no company and no contact. Map a person or an organization, often from a search step before.

  • Nothing could be found for the search

    A search came back empty and stopped the Zap. Check the value you search for, or switch on the setting that lets the Zap continue when nothing is found.

  • Old deals are not picked up

    A Zap only reacts to what happens after it is published. Deals and contacts that already existed never start it; moving the backlog is a separate job.

  • The Zap fires again and again

    An Updated Deal or Updated Person Zap that writes back into the same record triggers itself in a loop, and empties the task count fast.

  • A bulk import is held back

    Importing hundreds of contacts or deals at once can be stopped by Zapier's flood protection. Pause the Zap during big imports.

  • Search steps hit the rate limit

    Including file data in Find Deals uses extra calls to Pipedrive. Leave it off unless the next step really needs the files.
Need help

Need help automating Pipedrive with Zapier?

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FAQ

Pipedrive Zapier integration: questions people ask

01Is the Pipedrive Zapier integration free?
Yes, Pipedrive is not a premium app, so it works on the free Zapier plan. That plan gives 100 tasks a month and unlimited Zaps, but each Zap is limited to two steps: one trigger and one action. As soon as you add a filter, a search such as Find Persons, or a second action, the Zap becomes multi-step and needs a paid plan. Pipedrive itself needs an active account for the connection.
02How many tasks does a Pipedrive Zap use?
One task per action that succeeds, nothing for the trigger. A Zap that creates an activity on each stage change costs one task per deal that moves. Add Create Note and it costs two. Searches placed as steps also count when they run, and a failed action costs nothing. Watch the Updated triggers in particular: on a busy CRM, every edit to a deal or contact can start the Zap, so a filter early on keeps the count under control.
03Does Pipedrive trigger Zaps in real time?
Mostly yes. Eleven of the 18 triggers are instant, including New Deal, New Person, New Note, Updated Deal Stage and every Updated trigger, so they start the Zap right away whatever your plan. Seven are checked on a timer: the four filter-based triggers, New Lead, New Comments in Notes and New Project. On those, Zapier looks every 15 minutes on the free plan and every minute or two on paid plans.
04What does it take to connect Pipedrive to Zapier?
A Pipedrive account you can sign in to, and a Zapier account. You add the connection from the Apps page, sign in to Pipedrive in the tab that opens, then grant access. The records your Zaps create carry the connected user, so pick the right one with care. If the Zaps need to touch deals or contacts owned by colleagues, that user needs read or edit rights on them in Pipedrive.
05Why does Pipedrive say neither an Organization nor a Person were provided?
Because the record you are creating needs to be linked to a company or a contact, and the Zap sent neither. It usually happens on Create Deal or Create Lead fed by a form. The fix is to add Find Persons or Find Organizations before the action, with the create option ticked, and map the ID it returns. That extra search makes the Zap multi-step, so it needs a paid plan.
06What if the Pipedrive action you need does not exist?
Look at the API Request (Beta) action first. It sends a request straight to Pipedrive with the connection you already have, so it covers fields and records the 25 ready-made actions leave out. It expects an HTTP method and a URL on Pipedrive's own domains, so it suits someone comfortable reading API docs. Deleting deals or persons, for example, has no ready-made action today. If the request is beyond your team, a Zapier specialist can set it up once and document it.
07Zapier, Make or n8n for Pipedrive?
It depends on the scenario. On Zapier, Pipedrive comes with 65 visible operations: 18 triggers (11 of them instant), 25 actions and 22 searches, and Zapier bills each action your Zap completes successfully as a task. To weigh the alternatives, the Pipedrive n8n integration and Pipedrive Make integration pages cover the same CRM on the other two platforms. Pipedrive is not a premium app, so it works from the free plan, which gives 100 tasks a month and Zaps of two steps: one trigger and one action.
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