Integration

Connect Pipedrive to Userflow

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

Pipedrive5 triggersPipedrive24 actionsUserflow14 triggersUserflow5 actions

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What do you want Pipedrive and Userflow 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 Userflow

Triggers and actions 19 triggers · 29 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
Checklist Completed
Triggered when a user finishes every task in a Userflow checklist.
Trigger
Checklist Dismissed/Ended
Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.
Trigger
Checklist Started
Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.
Trigger
Checklist Task Completed
Triggered when a user completes a single task inside a Userflow checklist.
Trigger
Event Tracked
Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.
Trigger
Flow Completed
Triggered when a user completes a Userflow flow by reaching its goal step.
Trigger
Flow Dismissed/Ended
Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.
Trigger
Flow Started
Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.
Trigger
Group Created/Updated
Triggered when a group (a company or account) is created or changed in Userflow.
Trigger
Launcher Activated
Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.
Trigger
Launcher Dismissed
Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).
Trigger
Launcher Seen
Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.
Trigger
Question Answered
Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.
Trigger
User Created/Updated
Triggered when a user is created or changed in Userflow.
Action
Create/Update Group
Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.
Action
Create/Update User
Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.
Action
Find Group
Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.
Action
Find User
Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.
Action
Track Event
Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.

Each app on its own

The other way round: Userflow to Pipedrive