Pipedrive and Zapier connect to automate your sales work. You can trigger actions when new deals or contacts are added and create new deals, contacts, or notes.
Note
NotePipedrive is deprecating all V1 API endpoints on July 31, 2026. If your Zaps use deprecated Pipedrive steps, you must update them before this date. Learn more about what's changing and how to migrate your workflows.
Prerequisites
To use the Pipedrive app on Zapier, you must have:
- An active Pipedrive account (any plan including free trial).
- Pipedrive API access enabled for your user account (this is enabled by default for all users, but can be disabled by admins).
Connect Pipedrive to Zapier
To create an app connection to Pipedrive on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Pipedrive.
- Click Add connection.
- A new browser tab or window will open.
- Log into Pipedrive to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Pipedrive account is now successfully connected to Zapier.
About Pipedrive's app
Triggers, searches, and actions
Triggers
- New Activity (Instant) - Triggers when a new activity is created.
- New Deal (Instant) - Triggers when a new deal is created.
- New Lead (Polling) - Triggers when a lead is created.
- New Note (Instant) - Triggers when a new note is created.
- New Organization (Instant) - Triggers when a new organization is created.
- New Person (Instant) - Triggers when a new person is created.
- New Project (Polling) - Triggers when a new project is created.
- New Comments in Notes (Polling) - Triggers when a new comment is added to a note.
- Updated Deal (Instant) - Triggers when an existing deal is updated.
- Updated Deal Stage (Instant) - Triggers when a deal moves to a different stage.
- Updated Organization (Instant) - Triggers when an existing organization is updated.
- Updated Person (Instant) - Triggers when an existing person is updated.
- Deleted Person (Instant) - Triggers when an existing person is deleted.
- Activity Matching Filter (Polling) - Triggers when an activity newly matches a Pipedrive filter for the first time.
- Deal Matching Filter (Polling) - Triggers when a deal newly matches a Pipedrive filter for the first time.
- Organization Matching Filter (Polling) - Triggers when an organization newly matches a Pipedrive filter for the first time.
- Person Matching Filter (Polling) - Triggers when a person newly matches a Pipedrive filter for the first time.
Searches
- Find Activities - Finds activities by subject, owner, type, dates, and other criteria.
- Find Deals - Finds deals by any field.
- Find Deals Associated With a Person - Finds deals linked to a specific person.
- Find Leads - Finds leads based on your search criteria.
- Find Notes - Finds notes by deal, lead, person, user, or organization.
- Find Organizations - Finds organizations by any field.
- Find Persons - Finds persons by ID or field search.
- Find Products - Finds products by name or other criteria.
- Find Product Variations - Finds variations of a specific product.
- Find Project(s) - Finds projects by title, description, notes, or custom fields.
- Find Tasks - Finds tasks by project or other criteria.
- Find Users - Finds users by name, email, or ID.
- Get Activity Type - Gets details about a specific activity type by ID.
- Get Deal - Gets a specific deal by ID.
- Get Lead - Gets a specific lead by ID.
- Get Note - Gets a specific note by ID.
- Get Organization - Gets a specific organization by ID.
- Get Person - Gets a specific person by ID.
- Get Product - Gets a specific product by ID.
- Get Project - Gets a specific project by ID.
- Get Stage - Gets a specific pipeline stage by ID.
- Get User - Gets a specific user by ID.
- Find or Create Activity - Finds an activity, or creates one if none is found.
- Find or Create Deal - Finds a deal by field search, or creates one if none is found.
- Find or Create Lead - Finds a lead, or creates one if none is found.
- Find or Create Organization - Finds an organization, or creates one if none is found.
- Find or Create Person - Finds a person by field search, or creates one if none is found.
- Find or Create Product - Finds a product, or creates one if none is found.
- Find or Create Project - Finds a project by field search, or creates one if none is found.
- Find or Create Task - Finds a task, or creates one if none is found.
Actions
- Create Activity - Creates a new activity.
- Create Deal - Creates a new deal.
- Create Lead - Creates a new lead.
- Create Note - Creates a new note.
- Create Organization - Creates a new organization.
- Create Person - Creates a new person.
- Create Product - Creates a new product.
- Create Project - Creates a new project.
- Create Task - Creates a new task.
- Update Activity - Updates an existing activity.
- Update Deal - Updates an existing deal.
- Update Lead - Updates an existing lead.
- Update Organization - Updates an existing organization.
- Update Person - Updates an existing person.
- Update Product - Updates an existing product.
- Update Project - Updates an existing project.
- Update Task - Updates an existing task.
- Add Discount to Deal - Adds a discount to an existing deal.
- Add Follower - Adds a follower to a deal, organization, person, or product.
- Add Label to Person - Adds an existing label to a person.
- Add Product to Deal - Adds a product to an existing deal.
- Add Product Variation - Adds a product variation to a product.
- Add/Remove Deal Labels - Adds or removes labels from a deal.
- Attach File - Attaches a file to a deal, person, organization, activity, or product.
Limitations
- API rate limiting applies.
- Pipedrive has token-based rate limiting with daily budgets calculated as 30,000 base tokens × subscription plan multiplier × number of seats. Burst limits apply per user with 20-120 requests per 2 seconds depending on plan.
- Maximum of 10,000 POST/PUT requests daily per user per 24 hours, with limits reset at midnight UTC.
- Only the primary (first) phone number can be pulled from Pipedrive contacts, even if multiple numbers are stored.
- Custom currency fields require both amount and currency code to be populated, otherwise data may not appear in Pipedrive.
Templates
View all of Pipedrive's templates.