Connect Pipedrive to 5pm

Both apps 57Pipedrive 295pm 28

• Trigger
  New Activity

  Triggers when a new activity is created (polling).

• Trigger
  New Deal

  Triggers when a new deal is created (polling).

• Trigger
  New Organization

  Triggers when a new organization is added (polling).

• Trigger
  New Person

  Triggers when a new person (contact) is added (polling).

• Trigger
  New Person (with Custom Fields and Labels)

  Triggered when a new person (contact) is added. Includes custom fields and labels.

• Action
  Create Activity

  Creates a new activity (call, meeting, task, etc.).

• Action
  Create Deal

  Adds a new deal to Pipedrive. Returns the created deal.

• Action
  Create Lead

  Creates a new lead. Returns the created lead.

• Action
  Create Note

  Adds a new note to a deal, person, or organization.

• Action
  Create Organization

  Adds a new organization. Returns the created organization.

• Action
  Create Person

  Adds a new person (contact). Returns the created person.

• Action
  Delete Activity

  Marks an activity as deleted.

• Action
  Delete Deal

  Marks a deal as deleted.

• Action
  Delete Organization

  Marks an organization as deleted.

• Action
  Delete Person

  Marks a person as deleted.

• Action
  Get Deal

  Returns the deal with the given ID.

• Action
  Get Organization

  Returns the organization with the given ID.

• Action
  Get Person

  Returns the person with the given ID.

• Action
  Get related deals for person

  Returns deals having the specified status that are related to the specified person.

• Action
  Get stage ID by stage name

  Returns the stage id if the stage name exists.

• Action
  Merge organizations

  Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.

• Action
  Merge persons

  Merges two person accounts. Info from the person record to discard is merged into the person record to keep.

• Action
  Search Deals

  Searches deals by term. Returns matching deals.

• Action
  Search Organizations

  Searches organizations by term. Returns matching organizations.

• Action
  Search Persons

  Searches persons by term (name, email, phone). Returns matching persons.

• Action
  Update Activity

  Updates an existing activity by ID.

• Action
  Update Deal

  Updates an existing deal by ID.

• Action
  Update Organization

  Updates an existing organization by ID.

• Action
  Update Person

  Updates an existing person by ID.

• Trigger
  New Progress

  Triggers when a new task progress is created.

• Trigger
  New Project

  Fires when a new project is created in 5pm (poll ProjectsService getList).

• Trigger
  New Task

  Triggers when a new support task is created.

• Trigger
  New User

  Triggers when a new support user is created.

• Trigger
  Updated Project

  Fires when a project is updated in 5pm (poll ProjectsService getList).

• Trigger
  Updated Task

  Triggers when a new support task is updated.

• Trigger
  Updated User

  Triggers when a new support user is updated.

• Action
  Add Task Progress

  Add Task Progress (progress in percent and house down).

• Action
  Add User

  Create a new user in the 5pm account (UsersService add).

• Action
  Create Note

  Creates a new note in task.

• Action
  Create Project

  Creates a new project.

• Action
  Create Task
• Action
  Delete Note

  Remove an activity note/progress message (ActivityService remove).

• Action
  Delete Project

  Remove a project (ProjectsService remove).

• Action
  Delete Task

  Remove a task from a 5pm project (TasksService remove).

• Action
  Delete User

  Remove a user from the account (UsersService remove).

• Action
  Find Project by Id

  Retrieve a single project by its id (ProjectsService getById).

• Action
  Find Task

  Finds a task in the application.

• Action
  Find Task by Id

  Finds a task by Id in the application.

• Action
  Find User by Email

  Retrieve a user by their email address (UsersService getByEmail).

• Action
  Find User by Id

  Finds a user by Id in the system.

• Action
  List Notes

  List activity notes/progress messages on a task (ActivityService getList).

• Action
  List Projects

  List all projects in the account (ProjectsService getAll/getList).

• Action
  List Users

  List all users in the account (UsersService getAll).

• Action
  Update Note

  Update an activity note/progress message (ActivityService update).

• Action
  Update Project

  Update a project's fields (ProjectsService update).

• Action
  Update Task

  Update task in the application.

• Action
  Update User

  Update a user's fields (UsersService update).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.