Integration

Connect Pipedrive to Productboard

When something happens in Pipedrive, your agent does the next thing in Productboard. Describe it in plain language and the automation is built, tested on every branch and kept running.

Pipedrive5 triggersPipedrive24 actionsProductboard4 triggersProductboard12 actions

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What do you want Pipedrive and Productboard to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Pipedrive and Productboard

Triggers and actions 9 triggers · 36 actions

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 Feature
Triggered when a new feature is created in Productboard.
Trigger
New Note
Triggered when a new note (a piece of customer feedback) is created in Productboard.
Trigger
Updated Feature
Triggered when a feature is created or changed in Productboard.
Trigger
Updated Note
Triggered when a note (a piece of customer feedback) is created or changed in Productboard.
Action
Create Company
Creates a company record in Productboard so customer feedback and insights can be attributed to it. Returns the new company's ID and a link to open it in Productboard.
Action
Create Feature
Creates a feature in Productboard under a product or component you choose. Optionally sets the description, owner and status. Returns the new feature's ID and a link to open it in Productboard.
Action
Create Note
Creates a note (a piece of customer feedback) in Productboard. Optionally attributes it to a company or customer, links it to a feature, and applies existing tags. Returns the new note's ID and a link to open it in Productboard.
Action
Find Note
Looks up a single note (customer feedback) in Productboard. Narrows the list by owner, created date and processed/archived state, then matches the text you give against the note's title and body. Returns the first match, or found=false.
Action
Get Company
Returns one company from Productboard by its ID, including its name, domain, description, owner and any custom fields set up in your workspace.
Action
Get Feature by ID
Returns one feature from Productboard by its ID, including its name, description, owner, status and any custom fields set up in your workspace.
Action
List Components
Returns the components in your Productboard workspace — the folders that features live under. Use a component's ID as the parent when creating a feature.
Action
List Members
Returns the people who have access to your Productboard workspace, with their email address and role. Optionally search by name or email and filter by role.
Action
List Note Relationships
Returns everything a Productboard note is linked to — the customer or company it came from and the features it has been connected to.
Action
List Products
Returns the products in your Productboard workspace — the top level of the product hierarchy. Use a product's ID as the parent when creating a feature or component.
Action
List Releases
Returns the releases in your Productboard workspace — the buckets features are grouped into for delivery — with their status and dates.
Action
Update Note
Changes an existing note in Productboard. Only the values you fill in are sent, so anything left empty keeps its current value.

Each app on its own

The other way round: Productboard to Pipedrive