Automate your workflows and boost productivity without writing code

Pipedrive’s integration with Zapier allows you to connect your CRM with thousands of other apps — like Gmail, Slack, Trello, Google Sheets, Calendly, and more. With this connection, you can automate repetitive tasks and create powerful, custom workflows in just a few clicks.

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✅ Why Use Zapier with Pipedrive?

• 🔄 Eliminate manual data entry
• 🧠 Automatically create or update deals, activities, or contacts
• 💬 Sync with tools like Slack, Mailchimp, Google Sheets, Airtable, etc.
• 🔔 Trigger alerts, updates, and emails from any CRM activity
• 💡 No coding required

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🛠 Prerequisites

• A Pipedrive account (any plan)
• A Zapier account (Free or Paid)
• Access to both apps you want to connect (e.g., Trello, Google Forms, Mailchimp)

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🔗 Step-by-Step: Connect Pipedrive to Zapier

Step 1: Log In to Zapier

1. Go to https://zapier.com
2. Sign in or create a free account

Step 2: Create a New Zap

1. Click “Create Zap”
2. Choose Pipedrive as the trigger app

Step 3: Choose a Trigger Event

Examples include:

• New Deal
• New Activity
• Updated Deal
• New Person
• New Note

🔔 Triggers start your automation when something happens in Pipedrive.

Step 4: Connect Your Pipedrive Account

1. When prompted, click “Sign in to Pipedrive”
2. Authorize Zapier to access your account
3. Select the right account if you manage multiple

Step 5: Set Up the Trigger

• Choose the pipeline, stage, or filter (depending on the trigger type)
• Test the trigger to make sure it’s pulling the right data

Step 6: Add an Action Step

Choose an app to connect with Pipedrive, such as:

• Google Sheets → Create a new row when a deal is added
• Slack → Send a message when a deal is won
• Mailchimp → Add a subscriber when a person is created
• Trello → Create a card when a deal moves to a new stage

🧠 You can add multiple actions or even conditions and delays using Zapier’s advanced tools.

Step 7: Test and Turn On Your Zap

• Test each step to make sure the automation behaves correctly
• Click “Publish” or “Turn on Zap” to activate it

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🤖 Popular Pipedrive Zaps

Use Case	Trigger in Pipedrive	Action via Zapier
Auto-create Google Sheet rows	New Deal	Create spreadsheet row
Slack alerts for won deals	Deal Stage Changed to “Won”	Send Slack message
Create Zoom meetings for new activities	New Activity	Create Zoom meeting
Add leads to Mailchimp	New Person	Add/Update Mailchimp subscriber
Generate Trello cards for new deals	New Deal	Create Trello card

🧠 Tips for Maximizing Zapier with Pipedrive

• Use filters to only act on deals with certain criteria (e.g., value > $1,000)
• Add delay steps for follow-ups (e.g., 24 hours after form submission)
• Use Paths in Zapier to create different outcomes based on data (like deal value or stage)
• Use Webhooks or the Pipedrive API if you need more customization beyond Zapier’s built-in tools

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🧾 Troubleshooting Common Issues

Problem	Solution
Zap not triggering	Make sure Pipedrive has recent data and test again
Missing fields	Ensure the correct pipeline or view is selected
Authentication errors	Reconnect your Pipedrive account in Zapier
Action not working	Test step and check for formatting or permission issues